- What should the customer know about your pricing (e.g., discounts, fees)?
The most crucial thing to realize is that hiring a true professional for a few hundred dollars more can result in tax savings of several thousand dollars. An enrolled agent or other tax preparer without a certification won't be able to offer as much as a certified public accountant with extensive tax experience. The complexity of a client's tax return only determines the fees. We will talk about the circumstances and decide what is best. Don't immediately choose the less expensive tax preparation option; you could end up losing out on significant tax savings.
- What is your typical process for working with a new customer?
I will set up a secure client portal for each new client I work with so they may share documents. To ensure the comfort and protection of both parties, he or she will also sign an engagement letter. I start working after the client has uploaded all of the documents to the site. After doing the assignment, I go over everything with the client to make sure they comprehend their tax status.
- What education and/or training do you have that relates to your work?
Along with a CPA license and a master’s degree in taxation, I have worked at some of the largest public tax firms in the country for many years. I have managed tax accounts for some of the Fortune 500 companies, wealthiest Americans, as well as accounts for the every day worker.