FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in transparent, fair pricing with no hidden fees. Our pricing varies depending on the complexity of your return or services rendered. We do offer discounts for seniors, military, and repeat clients. Please reach out for a custom quote — we’re always happy to work within your budget while delivering high-caliber service.
- What is your typical process for working with a new customer?
When you first reach out, we’ll schedule a consultation (phone, Zoom, or in-person) to gather your financial information and discuss your unique situation. From there, we’ll identify your filing needs, outline pricing, and provide a clear timeline for completion. Our team is available every step of the way to answer questions and keep you updated.
- What education and/or training do you have that relates to your work?
I’m a trained and experienced tax professional and a commissioned Notary Public (PA) with extensive knowledge of federal and state regulations. As an IRS-authorized e-file provider, I stay up to date through continuing education and training to make sure I’m delivering the highest standard of service. My background includes tax law training, financial compliance, and notarial practices, allowing me to serve both your financial and notarization needs with confidence and discretion.