FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the complexity of the return, but I try to keep everything fair and straightforward. I also offer discounts for multiple years.
- What is your typical process for working with a new customer?
I start by learning about your situation, then I send over a secure upload link and intake form. Once I receive the documents, I prepare the return and review everything with you before filing.
- What education and/or training do you have that relates to your work?
I have experience preparing individual and self-employed tax returns, bookkeeping, prior-year filings, and helping clients with IRS/state notices.