FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing may vary based on forms, schedules, and complexity of the return. Final quote is provided during our free consultation.
- What is your typical process for working with a new customer?
Tax Preparation from the comfort of your home in just 4 easy steps 1) Phone or video consultation to determine your federal and state filing needs. We will custom tailor a document request that fits your filing situation. 2) Upload your tax documents to our bank level secure portal. 3) Sit back and relax while your tax professional prepares your federal and/or state tax returns. 4) Phone or video review of the return. Sign your prepared tax returns via Docusign. DocuSign is IRS compliant, secure AES-256 encrypted, easy to use, and no overnighting or faxing or mailing involved. Optional: If you prefer to submit and sign documents via mail instead of using our secure portal please let us know during our consultation.
- What education and/or training do you have that relates to your work?
Enrolled Agent What is an Enrolled Agent? An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. In addition to taxpayer representation.