FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Price quotes are based on the nature of the request and perceived complexity. For example, a request to file a tax return for a single taxpayer with no business income will be quoted a fixed rate. A request that cannot be completed without more info may be quoted an hourly rate.
- What is your typical process for working with a new customer?
First, I get clarity on what exactly it is that the customer is requesting so I know how best to help. Next, I confirm the deadline, if applicable, and make sure I have all of the info that I need to complete the request. Next, I complete the work product and deliver it to the customer by the agreed upon deadline. Finally, I answer any follow up questions that the customer has.
- What education and/or training do you have that relates to your work?
I am a Certified Financial Planner since 2000 and an Enrolled Agent since 2001 with over 20 years working in the financial planning and income tax preparation fields.