FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing includes everything you'll need to meet your filing requirements for one tax year. Should you require new or amended filings for prior years, those will be at a rate commensurate with the level of difficulty involved. However, it is generally at a lower price.
- What is your typical process for working with a new customer?
Once we agree to work together, I'll do the following: • Obtain an e-mail address to create and invite you to your Canopy Tax client portal account. • You will be guided through a series of questions in Canopy, which will generate a list of recommended documents that you should provide. • Provide an engagement letter for you to review and sign. • Begin preparing your return once I receive your documentation. • Provide a draft copy of your return for your review. • Finally, once you agree with the return as presented, you sign the e-file authorization form(s), which will allow me to e-file your returns.
- What education and/or training do you have that relates to your work?
I hold undergraduate and graduate degrees in accounting, and my graduate study focused on tax. I maintain and grow my skills through over 11 years of experience and continuing education.