FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a flat price for a basic federal and state return. I may charge an additional fee if you have multiple state returns and/or need to file a Schedule C or Schedule E. 75% of my customers qualify for my standard flat rate.
- What is your typical process for working with a new customer?
If a client is locally based, I always welcome the opportunity to meet in person and establish a personal relationship from the very start. Otherwise, I am happy to work with a client on a virtual basis, communicating via email and phone. To facilitate the sharing of your sensitive tax and financial documents, I will send you a link for an encrypted Intuit Link portal where you can upload your documents as they become available. After I have had a chance to review them, I will come back to you with follow up questions. For tax clients, when the final returns are ready for your review, I send them to you. After you are satisfied and have signed the electronic filing authorizations, I will go ahead and e-file your returns. For financial planning/retirement planning clients, I will prepare a detailed analysis laying out your options and my suggested recommendations, followed by a phone call to walk through the analysis. I typically remain available for the following three months to answer any follow up questions you may have.
- What education and/or training do you have that relates to your work?
I have a Masters of Accountancy degree from George Washington University and have over a decade of experience in tax preparation. I am a Certified Public Accountant licensed by the District of Columbia.