FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the complexity of your return. Simple returns (W-2 only) are priced lower, while returns with self-employment, multiple income sources, or prior-year filings may be higher. A consultation is included to review your situation and provide clear, upfront pricing before any work begins no surprises.
- What is your typical process for working with a new customer?
Once you reach out, I’ll gather a few details about your tax situation and provide a checklist of documents needed. From there, you can securely upload your documents, and I’ll complete your return with a detailed review. Before filing, I’ll go over everything with you to ensure accuracy and answer any questions. The process is simple, efficient, and can be completed fully virtually.
- What education and/or training do you have that relates to your work?
I have a bachelor’s degree and over 7 years of experience in accounting, I stay up to date with current tax laws and best practices to ensure accurate and compliant filings for my clients.