FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I give upfront fee pricing with all engagement, not estimates. You'll know how much it'll cost before starting.
- What is your typical process for working with a new customer?
1. Send in your tax documents for a review 2. Receive a final quote 3. Review your completed tax return 4. We will e-file for free
- What education and/or training do you have that relates to your work?
National CPA firm experience Experience at a business law firm advising high-net-worth clients. Specialized in real estate/rentals/flips.