FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
If your return looks like this ->(i.e. Federal / 1 State-> W2 income fee is $400. If your return looks like this -> (i.e. Federal / 1 State-> above and/or Self Employment Income (Schedule C) fee is $475 Each additional state add $50 All prices subject to discussion based on your situation.
- What is your typical process for working with a new customer?
We would have an introductory 30 minute meeting (remote is ok) going through a list of questions and review your tax filings for the prior year. I will provide a secure link for you to upload all your documents and you have the option of e-filling of paper filing. In fact this process could be totally remote.
- What education and/or training do you have that relates to your work?
I worked 2 tax seasons during my college years, preparing me for a 4 year career in public accounting as an audit and tax manager. My clients were private businesses and the owners of those companies ensuring all GAAP and tax filings were in compliance. I have spent the last 20 years working for a private company, the last 10 at a 100+ year old global brand as CFO.