FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My bookkeeping fees are hourly but can be discounted if you opt to use my other services in addition. My tax preparation fees vary based on client situations. (Business owner, stocks & bonds, rental properties, amendments, etc.) My life insurance quotes are strictly determined by the company. I can however run quotes with multiple companies to find the best pricing for your budget.
- What is your typical process for working with a new customer?
After an initial consultation, I invite clients to upload their documents to my encrypted portal and then schedule a zoom to review the return. For life insurance we review the quote via zoom and write the policy as well.
- What education and/or training do you have that relates to your work?
I have worked for TurboTax for two years, I’ve also worked under a CPA in her Chicago based firm for two tax seasons. I am currently studying for my EA certification and plan to have that completed by May of 2022.