FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is generally flat rate and negotiable depending on the service needed. For income tax services I can quote you a price by looking at last years tax return. For IRS/State Collections or Audits I need to look at: all IRS/State letters and the tax returns for the years involved. This can be done by meeting in person or sending me copies over the internet. For long time non filers I need all IRS/State letters and copies of bank/credit card statements for the years you need tax returns filed for.
- What is your typical process for working with a new customer?
Request last years tax return and all pertinent information relating to the engagement such as letters from the IRS or CO letters. I'll need bank/credit card statements for all years if requesting bookkeeping services.
- What education and/or training do you have that relates to your work?
Bachelor of Science degree in Accounting Metropolitan State College 1982, over 10 tax seasons training in CPA firms. I believe in taking extensive Continuing Education from the best possible teachers. I have often taken over 100 hours a year. Keeping current in this profession is that demanding.