FAQs
- What is your typical process for working with a new customer?
1. Initial Consultation & Intake 2. Secure Document Upload 3. Preparation & Optimization 4. Review & Explanation 5. Secure Filing & Confirmation
- What education and/or training do you have that relates to your work?
Annual Filing Season Program (AFSP) Participant NY Preparer
- How did you get started doing this type of work?
I started working at TurboTax helping everyday people getting their taxes filed