- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is reasonable with a free 30-minute phone consult. A basic W-2 tax return costs $150 and includes the FED and one state return. This price also includes Efiling, Direct deposit/withdrawal, and free use of the secure portal. $25 discount on new clients. 10% off for clients that are in the military, veterans, or 65 or older. We will email potential clients a small document about us and what we offer. Visit our website
- What is your typical process for working with a new customer?
1. Gather and review the client’s financial documents: The first step in working with a new tax client is to gather relevant documents, such as W2s, 1099s, bank statements, and other documents related to their income, investments, and deductions. 2. Take time to get to know the client and ask questions to build a good relationship. This will help ensure the client will be forthcoming with all the relevant information you need. 3. Using the information provided by the client, create a tax return based on their income, deductions, and other factors. 4. Check for accuracy: Review the tax return for any errors or discrepancies before filing it. 5. File the completed tax return promptly to avoid penalties. 6. Offer advice and planning opportunities: Once you’ve filed the tax return, take the opportunity to offer advice and planning opportunities to the client to help reduce their tax liabilities and improve their financial security.
- What education and/or training do you have that relates to your work?
Bill's background includes auditing, Chief Financial Officer (CFO), Certified Fraud Examiner (CFE), Certified Government Auditing Professional (CGAP), Senior Consultant PricewaterhouseCoopers, SAP consultant, Department of Defense consultant, and over 40 years of Tax Preparation. Erin is CPA, CTP with an MBA, and works as an international corporate Treasurer. Like Bill, she has many years of experience preparing tax returns.