FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We try and work with all of our clients regarding fees. Prices are determined by the complexity of your return and the numbers of Forms, Schedules, and Documents that will be generated. Prior year returns typically start at $200 because of the software licensing.
- What is your typical process for working with a new customer?
We like to interview a new client and discuss their tax situation. This includes income, marital status, retirement & investments, and a general idea of what you have going on in your life.
- What education and/or training do you have that relates to your work?
Each preparer has spent over 40 hours in training each year in addition to CE's, an IRS PTIN, and any additional EA, CPA, or MBA credentials.