What should the customer know about your pricing (e.g., discounts, fees)?
You don't want to get surprised with additional fees, so I will give you a flat fee quote up front if at all possible! My first consultation is always free!
Some types of work have potential time frames that are more difficult to estimate and may require an hourly fee. In these cases I will try to provide an estimated range up front, and if I think my fees will exceed that range I will let you know as early as possible.
Here is my pricing for individual tax returns:
Base price - $150
Itemized deductions - $25
Schedule C business - $100 each
Rental property income - $100 each property
Sale of rental property - $75 each
Sale of personal residence - $25
Additional circumstances may also result in additional prices. I will always do my best to notify you of additional charges before performing the work.
What is your typical process for working with a new customer?
I like to have a 30-minute call or in-person meeting to make sure we start out on the same page. This is our chance to get to know each other and for you to know what to expect. You can also ask me about specific concerns you have regarding your situation.
If you decide we are a good fit for each other, I will set you up in my secure online portal where we can exchange documents electronically. I'll have you sign an engagement letter detailing the work I will do for you and the cost.
What education and/or training do you have that relates to your work?
Juris Doctor, 2015, Brigham Young University
Master of Accountancy (Taxation Emphasis), 2015, Brigham Young University
Bachelor of Science, Accounting, 2015, Brigham Young University
Licensed to practice before the Supreme Court of Utah, U.S. District Court for the District of Utah, and the U.S. Tax Court
