FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge by the request. I do not charge for each W-2, 1099-INT, 1099-R or for each 1099 that you might have. I do give $10 discounts for students with the 1098-T form. And I give $20 discount for active, reserve or retired military. I usually charge between $115 to $185 per year. Also I charge $20 for the Oklahoma Form 538-S, Sales Tax Credit.
- What is your typical process for working with a new customer?
I meet with all new and old clients at a public place. Most of the time I meet with new clients at Starbucks or McDonalds. And If possible I try to meet with them close to their home. I try to treat new clients with respect so they do not feel uncomfortable with meeting with me.
- What education and/or training do you have that relates to your work?
I am up to date with all my schooling required by the IRS. And I always do more than required, especially if someone has a return that has something new.