FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge by the hour, with most basic individual returns starting at $125. Business returns start at $475. New clients receive a 10% discount, and a referral receives a $25 discount.
- What is your typical process for working with a new customer?
New clients receive a free checkup for up to the previous 3 years of filed returns. An extensive organizer and interview are used to ensure as much knowledge of the new client's tax situation as possible.
- What education and/or training do you have that relates to your work?
35 years experience, coupled with extensive continuing education each year, and participation in the IRS AFSP certification program annually.