FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are form based. Discounts given for filing multiple years, active duty military, veterans, police officers, firefighters, teachers, EMT's, first responders serving our community or country and Senior Citizens
- What is your typical process for working with a new customer?
Interview client over phone. Give accurate price quite. Offer convenient options to send documents or set up office appointment. Finish return. Review return. Options to sign are in office or electronic PDF sent secure
- What education and/or training do you have that relates to your work?
I always get in as much continuing education as possible. I've taken over 2000 CPE hours in the last 18 years. Way more than the required minimum.