FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer fixed fee pricing for individual tax returns. You can read about our pricing packages on our website, as noted above.
- What is your typical process for working with a new customer?
We begin with an initial conversation via Zoom so that we can be sure we are a good fit based upon your particular tax situation. Then, we begin our onboarding process by sending an engagement letter and collecting all necessary information/documents to prepare your tax return.
- What education and/or training do you have that relates to your work?
Our firm is comprised of Certified Public Accountants who are licensed in the State of Texas to provide accounting and tax services.