FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The pricing is based on the return complexity. I can also work on a flat fee. I am very competitive with pricing. Just let me know what you have so I can give you an accurate quote. Assurance, Peace of Mind and Accuracy.
- What is your typical process for working with a new customer?
Getting to know the client, interviewing & gathering information and documents, going over potential tax deductions and tax savings, preparing return and sending to client for review; once approved and signed (via remote signature as an option), the return is e-filed.
- What education and/or training do you have that relates to your work?
Master's of Accountancy from George Washington University Bachelor's in Finance from Coastal Carolina University Multiple annual CPE hours, attending tax related conferences and webinars, keeping abreast of all tax law changes. Eligible to sit for CPA license and in the process of preparing for the exams.