FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Since each tax situation is different we will send a customized proposal after we learn about you and your tax situation. We provide discounts for active duty and veterans.
- What is your typical process for working with a new customer?
We will do an initial consultation to see if we are a good fit for one another. Afterward, we'd send you an engagement letter, questionnaire, and collect the documents we need to help you. We are very big on communication an have a secure portal you can use to communicate with us!
- What education and/or training do you have that relates to your work?
I am a Federally Licensed Enrolled Agent and E-file provider.