FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I do not have a standard pricing system. The pricing is based on a combination of things.
- What is your typical process for working with a new customer?
I recommend scheduling a Single Strategy Session for $300. You will authorize me to take a "look" at your account at IRS. I will schedule a meeting with you to determine how best to help. If you hire me, 100% of the $300 is applied to my retainer.
- What education and/or training do you have that relates to your work?
I am an Enrolled Agent. An Enrolled Agent, (or EA), is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service, (IRS). Enrolled Agent status is the highest credential awarded by the IRS. Circular 230 Disclosure: Due to recent US Treasury Regulations, we are now required to advise you that any federal tax advice contained in this email, including attachments and enclosures, is not intended to be used, and may not be used for the purpose of avoiding penalties under the Internal Revenue Code, or for promoting, marketing or recommending any tax-related matters addressed in this email to a third party.