FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My base price is $350. I do give 15% discounts for military personnel.
- What is your typical process for working with a new customer?
My typical process for my new clients is to do a Tax Consult so I can formally introduce myself, get familiar with their tax needs, and answer any questions they may have about me & my company.
- What education and/or training do you have that relates to your work?
I started with Jackson Hewitt over 20 years ago, worked with them for 5 years, then I moved on to banking where I worked with Bank of America, Wells Fargo, and First State Bank. I update my Tax preperation training every year so I know the latest news & tax laws from the IRS.