FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax preparation services vary depending on the complexity of your tax situation and the type of tax return you need to file. We are committed to delivering a high-quality product, and we take great pride in providing exceptional customer service to all of our clients. We are transparent and upfront about our pricing and there are no hidden fees.
- What is your typical process for working with a new customer?
1. Initial Contact 2. Information Gathering 3. Proposal and Agreement: 4. Review Return/adjustments if necessary 5. Delivery of final product. 6. October tune up - the process of reviewing a client's financial and tax situation in October and making necessary adjustments to optimize their tax returns for the following year. (if needed)
- What education and/or training do you have that relates to your work?
Enrolled Agent MBA Tax Law, BA Accounting Listed as an approved tax preparer 10 years of experience working for IRS 10 years (collectively) of experience in banking, commercial loans and accounting.