FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is designed to be transparent and reflective of the complexity of your tax situation. Individual Returns: I offer tiered pricing ranging from simple W-2 filings to complex returns involving stock sales (Schedule D) or rental properties (Schedule E). Business Entities: Typically, I offer flat-fee pricing for standard tax returns like Form 1065 or 1120-S. Adjustments: Fees may increase depending on the level of income and the work involved in maximizing your deductions. Discounts: I offer bundle discounts for clients who combine annual tax preparation with my year-round bookkeeping or CFO advisory services. All quotes include a final review meeting to ensure you understand your return before we e-file
- What is your typical process for working with a new customer?
I strive to make the tax process as seamless and stress-free as possible for my clients: Initial Consultation: We start with a brief discovery call to discuss your situation and specific tax goals. Secure Onboarding: Once we move forward, I provide access to a secure digital portal where you can safely upload your financial documents and prior-year returns. Preparation & Analysis: I prepare your returns with a focus on maximizing deductions and ensuring full compliance. Review Session: Before anything is filed, we meet virtually to walk through the return together, answer your questions, and discuss tax planning for the coming year. E-File & Delivery: After your approval, I handle the electronic filing and provide you with a permanent digital copy for your records
- What education and/or training do you have that relates to your work?
I am a licensed CPA from the Indiana State Board of Accountancy. I am also an IRS-authorized tax filer with a valid PTIN and EFIN. My clients value my CPA credentials because I don't just 'fill out forms'—I strategize how to save you money through proactive tax planning. This approach helps my clients save thousands of dollars and avoid missed opportunities that often occur when someone prepares a tax return without a plan of action.