FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the forms and schedules required to be filed. We provide a quote before beginning service and stick to that quote when we bill for our services.
- What is your typical process for working with a new customer?
I work either in-person or remotely with clients. My firm utilizes a secure online portal that allows clients to electronically upload tax documents and for our firm to electronically deliver tax returns. My firm also utilizes e-signature technology for paperless signature pages.
- What education and/or training do you have that relates to your work?
I received advanced degrees from Brigham Young University and receive more than 40 hours of continuing education training every year to maintain my Certified Public Accountant license.