Deena Stanley MBA PLLC
About
Try to keep things as eco-friendly as possible. Meeting done via Zoom. Have secure document portal which is used to receive your documents and deliver your return to you. E-sign return from a variety of devices. Operate from home-office to keep costs low and prices low.
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
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Frequently asked questions
What is your typical process for working with a new customer?
I collect required documents (W2, drivers license, soc card, 1099 or other tax forms), have a brief meeting to discuss unique tax situations then prepare return. They can either review final return in person or online (after payment is made). Once they approve return it is filed. Only returning clients may review return without pre-paying.
I have had problems over the past couple of years with new clients receiving a copy for review, then they use it to file their own return and I don't get paid for the work I have done.
What education and/or training do you have that relates to your work?
I always participate in the IRS Annual Tax Return Preparer course. Further, I have the training I received, years ago, when I was hired by the IRS as a Revenue Agent.