FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer competitive pricing and offer discounts for multiple services. I also offer a referral fee for each client that you refer that comes and gets their taxes done with me.
- What is your typical process for working with a new customer?
I offer a free consultation over the phone to discuss your tax and accounting needs. I also like to review the past year or two of tax returns in order to get a better feel for your needs in order to provide a more accurate quote and also to see if there are any errors or tax savings that may have been missed in previous filings.
- What education and/or training do you have that relates to your work?
MBA in Accounting. IRS Enrolled Agent. Quickbooks Certified Proadvisor; 30+ years experience. I take many continued education courses each year in order to maintain my license and in order to stay abreast of tax law changes and other issues relevant to my clients.