FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fee for a tax return is dependent upon the various forms such as Schedules A, B, C, D, E, or F that need to be generated. Depending on our client’s income, whether they are filing jointly, or if they qualify for the Earned Income Credit (EIC), complex scenarios can develop which will produce highly varied results. Further, not all expenses and credits are applicable to all taxpayers. Consequently, our tax pricing can only be established on a case by case basis. Each scenario can be convoluted, therefore a detailed interview with the client is our first step in determining the costs of a completed tax return.
- What is your typical process for working with a new customer?
The initial interview will be conducted by phone, skype, zoom, or facetime. Once the fee and services are determined, we will ask the client to pay 50% up front by Venmo or QuickBooks. We will next send the client an email invitation to our secure portal where they can upload all necessary tax documents; PDFs are the preferred method for this upload. The client will notify us by email when all their necessary tax documents have been uploaded. Depending on the tax season and demand, we will process their return within three to 10 business days. Once we have completed their tax return, we will generate a draft and send it to the client for their approval. The client is then free to make additions or amendments or we will be able to suggest expenses applicable to their tax situation. Once the client agrees to the completed tax return, we will send to the client an authorization form (8879) allowing us to e-file their return. At that time the client will need to pay their remaining balance. Once we have received payment we will send them a final copy and e-file their tax return. Throughout this process we will consult with and make recommendations to the clients about preparing for next year’s tax return while mitigating their tax liability.
- What education and/or training do you have that relates to your work?
I have been an Enrolled Agent for seven years. Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS. EAs are granted unlimited practice rights to represent taxpayers before the IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS, when it comes to collections, audits and appeals. My undergraduate degree from Seattle University was magna cum laude in Business Analytics.