FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge based upon the time necessary to prepare the return and the complexity
- What is your typical process for working with a new customer?
I have a meeting with my clinets to develop and understanding of their tax situation. I try to identify overlooked deductions or credits.
- What education and/or training do you have that relates to your work?
Columbia University Rutgers University MBA CPA State of NY