FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
💼 Clear, Upfront Pricing At Barber & Associates, we tailor pricing based on the complexity of your return — never your income or refund amount. No hidden fees, ever. ✅ What’s Included Full federal & state return E-filing Secure client portal Year-round support 💲Typical Fees Standard returns (W-2, dependents, etc.): $180–$350 More complex returns (self-employment, rentals, investments): higher — discussed upfront. Returning clients Seniors & veterans Simple W-2 only returns Have questions about where you fall? Just ask — estimates are free.
- What is your typical process for working with a new customer?
💬 Step 1: Free Consultation We start with a quick phone call or email to understand your needs and provide a personalized quote. Followed up with a tax engagement letter outlining the services to be provided. 🔐 Step 2: Upload Documents You’ll get access to a secure portal to upload tax docs, communicate, and track progress. 📝 Step 3: Tax Prep & Review We prepare your return, maximize deductions, and reach out if anything’s missing. ✅ Step 4: Review & Sign You’ll receive a full copy of the return to review. Once approved, e-sign the forms. 📤 Step 5: E-File & Support Your return is e-filed after payment is received. We're here year-round for questions or notices.
- What education and/or training do you have that relates to your work?
I am a CPA with years of experience in tax preparation, accounting, and financial consulting. I also hold a Master’s Degree in Taxation, which gives me a strong foundation in both federal and state tax law — including complex areas like business taxation, rental property, retirement planning, and more. This combination of education and hands-on experience allows me to provide thoughtful, strategic, and compliant tax solutions for individuals, families, and small businesses.