FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are determined by the type and complexity of the tax return, not the refund amount.
- What is your typical process for working with a new customer?
Typical Process of Working With a Client Client submits basic information and tax documents I review the return details and confirm pricing upfront Tax return is prepared and reviewed for accuracy Client reviews and approves the return Payment is completed and the return is filed
- What education and/or training do you have that relates to your work?
I am a trained tax preparer with hands-on experience preparing individual and small business tax returns. I stay current on federal tax laws, credits, and filing requirements through ongoing education and annual IRS updates. My work focuses on accurate preparation, compliance, and proper documentation to ensure returns are filed correctly and responsibly. If you want it shorter, more detailed, or more credential-focused, I can tailor it in seconds.