Credentials

FAQs

• 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 2018 tax returns the most common of my fees are: Form 1040 = $95 Schedule A = $55 PA + Local = $30 Schedule C = $175 Schedule D = $45 Schedule E = $50
• What is your typical process for working with a new customer?
  At our first meeting I gather all information needed to complete the current year tax return by interviewing the client and receiving relevant tax documents. Prior year tax returns are also required for me to review. Within one week, unless the client needs to submit additional information, I meet with the client to present the completed tax return and receive payment of my fee.
• 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.