- What should the customer know about your pricing (e.g., discounts, fees)?
$150 is the starting price for a simple return. Please understand that every return is different, and pricing is determined on an individual basis during your New Client Needs Assessment.
- What is your typical process for working with a new customer?
A New Client Needs Assessment is necessary in order to ensure that we can provide you with everything that you need and for you to be sure that we are a good fit. Jonathan would be happy to speak with you or meet with you to discuss your questions in more detail and to provide a quote.
- What education and/or training do you have that relates to your work?
Jonathan received his Bachelors Degree of Accountancy from Miami University (Ohio). He has worked for a "Big 4" accounting firm and a Fortune 500 Company. He is a member of the National Association of Tax Practitioners, the American Society of Tax Problems Solvers, the American Institute of CPAs, and the Texas Society of CPAs.