- What should the customer know about your pricing (e.g., discounts, fees)?
You want a professional who works smart rather than one who gets caught up in billable research time that may or may not benefit you. I spend considerable resources on technology and research materials every year so I can provide clients with the best possible service at a reasonable price. The total investment for your services is determined by the complexity of your tax situation. I will discuss your current year, review your prior year return, and give you an estimate of the investment for the current year.
- What is your typical process for working with a new customer?
Once you decide to hire me, you will need to send me you and your spouse's, if applicable, email address. I will provide you access to your private, secure client portal, which will allow us to exchange documents. I will provide you with further instructions on what I will need to continue our project. Tax Return Preparation: After I receive all your tax documents, I will start working on your tax return and ask you questions. Once complete, I will email you an invoice for services and, upon payment, send you your tax return for review and signature. Once I receive your signature, I will e-filing your tax return. Throughout the entire process, we will communicate back and forth for any questions. Tax preparation clients are provided a discount on tax planning services.
- What education and/or training do you have that relates to your work?
DEGREES: I earned my Bachelors in Accounting (with a double major in finance), Master of Business Administration, and Master of Science in Taxation. LICENSES & CERTIFICATIONS: Enrolled Agents are required to complete 72 hours of continuing education over a three year period. This includes 2 hours of ethics education per year. However, I complete well over the minimum amount of education per year to stay on top of the latest developments and tax strategies. In addition, as a Certified Tax Coach, I complete 24hrs of complex, high-level tax saving strategies education each year.