FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My rates are hourly. The more simpler return you have the cheaper your return will be. I also let you know what you should expect billing wise so there is no surprises.
- What is your typical process for working with a new customer?
I will send you a questionnaire to fill out, addressing all your tax information. After that I will request the necessary tax documents and get started on your tax return.
- What education and/or training do you have that relates to your work?
I am a certified public accountant who has public accounting experience preparing tax returns. I also take continuing professional education related to tax preparation.