- What should the customer know about your pricing (e.g., discounts, fees)?
I determine the price for tax return preparation based on the complexity of the return and the forms that need to be filled out. I always give a firm quote once I have discussed the tax return to be prepared with a client.
- What education and/or training do you have that relates to your work?
I take at least 25 hours of continuing education each year to stay current with tax law. I received my MBA in March 2013. I received my Enrolled Agent status from IRS in July 2013. Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. - See more at: http://www.naea.org/#sthash.4hJHn4uA.dpuf
- What types of customers have you worked with?
We prepare all types of tax returns(federal, state, sales, franchise, etc.) and specialize in small business and self-employed tax returns. We also perform small business consulting, basic bookkeeping services, and audit representation.