- What should the customer know about your pricing (e.g., discounts, fees)?
We have flat pricing - no surprise added fees.
- What is your typical process for working with a new customer?
Either a face to face or phone discussion to determine the need at hand. We will take a look at previous tax returns for continuity and any on going adjustments.
- What education and/or training do you have that relates to your work?
Education and training never ends! I have been a member of National Society of Tax Professionals since 1995 and I have been a Certified Tax Professional since 1996. Additionally, I have completed various seminars and completed required CPEs for the IRS. I additionally take the Annual Filing Season Program continuing education credits.