- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are well below the franchise offices and I offer a $30 referral coupon. For 2022 tax returns the most common of my fees are: Form 1040 = $130* Schedule A = $75 Schedule C = $190 Schedule D = $60 - $95 Schedule E = $60 per rental unit State/Local = $40* Identity Theft Restoration = $20* The minimum fee for preparing 2022 tax returns is $190.00* I will pay you $30 for each referral you send to me and for whom I prepare their tax returns.
- What is your typical process for working with a new customer?
All meetings, due to COVID-19, will be virtual. Several formats are available such as Zoom, FaceTime, GoogleShare and others. We will discuss your personal tax preparation needs and the documentation I will need to prepare your annual tax returns. I can receive your tax documents in several ways. I prefer to use a Secure Portal to receive and share tax documents. If you can download a free scanner app. to your phone, then you can use the Secure Portal. I also have a DropBox on my front porch (of my Home Office) to drop off the actual paper documents and prior year's tax returns. Lastly, you can email your documents to me, but that is the least secure method. Within one week, unless the client needs to submit additional information, I will place your completed tax returns into the Secure Portal for you to download and review. Also, at this point, we should have a second virtual meeting to answer any questions or clarify how to proceed.
- What education and/or training do you have that relates to your work?
I earned my degree from Penn State with a major in accounting and minor in finance. In 1977 I began preparing income tax returns and enjoyed it so much that I never stopped.