FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a fixed price and am offering discounts found on my website and facebook
- What is your typical process for working with a new customer?
I ask pertinent questions about tax filing history, life events and ask them to securely upload documents to a secure client portal.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant with over 20 years of experience where I have a specialty in taxation. Including individual, small business and corporate tax preparation . Also tax planning and consulting I also do payroll taxes, QuickBooks - am Quick Books Certified Advisor and Sales Tax