FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Most of the time, we charge either based on the number of forms needed for a tax return, or use flat fees (mainly for clear-cut projects and annual business contracts). In some specific instances, we charge by the hour.
- What is your typical process for working with a new customer?
We would set up a free appointment (or a phone call) where I learn about prospective client's issues and concerns, then propose a strategy to deal with them, along with the cost estimate. If the prospective client retains our firm, he(she) signs client intake documents that establish the relationship with us, and then we get started on the engagement.
- What education and/or training do you have that relates to your work?
Absolutely. I have to earn at least 20 CPE credits each year to maintain my license.