FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is transparent and fair—you only pay for what you need, with no hidden fees. Most returns are completed under 24 hours, and we offer custom packages for complex situations like multiple income streams, rental property, or business deductions. Early-bird clients may qualify for special seasonal pricing, but our focus is always on maximizing your return, not cutting corners.
- What is your typical process for working with a new customer?
We start with a quick discovery call to understand your financial picture, income streams, and goals. Next, we gather your documents digitally—fully remote and secure. Then we analyze every deduction and credit you qualify for, identify hidden opportunities, and craft a strategy tailored to you. Once approved, we file your taxes quickly—usually under 24 hours—and provide a full explanation and roadmap so you can optimize future returns.
- What education and/or training do you have that relates to your work?
I have extensive training in U.S. tax code, deductions, and strategic tax planning. Beyond formal certifications, I’ve spent years mastering advanced strategies that high earners, entrepreneurs, and business owners use to legally reduce taxes. I stay current with every tax law change so my clients always have an expert edge.