FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax Prep starts at just $199 with many simple forms included
- 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