FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices varies upon what is needed. This also will be discussed during introductory call.
- What is your typical process for working with a new customer?
First have a introductory call to discuss expectations. From there I will request prior years returns to get an understand of your tax position.
- What education and/or training do you have that relates to your work?
I graduated in accounting and is a CPA in MS and TX. I also have over a decade of tax experience while working for Deloitte Tax LLP.