FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing varies based on the complexity of your tax return. Simple returns are more affordable, while self-employed, multiple income streams, or credit-related filings may cost more. All fees are discussed upfront with no hidden charges. Discounts may be available for returning clients or referrals.
- What is your typical process for working with a new customer?
I start with a brief consultation to understand your tax situation. After reviewing your documents, I prepare your return accurately and explain your results before filing. I make sure every client understands their refund, balance, and available options before submission.
- What education and/or training do you have that relates to your work?
I am a trained tax preparer with ongoing education in federal and state tax regulations. I stay up to date on tax law changes each year to ensure accurate filings and maximum benefits for my clients.