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Tajah M.
Durand B.
Rachel G.
Briana B.
Nicole G.
Tajah M.
Frequently asked questions
What is your typical process for working with a new customer?
Potential clients will be scheduled for a one on one information session. Once the client decides to move forward they will receive an email to log into the secure portal (this is where all communication, file sharing and documents are sent). We will get some agreements signed. We will then start with the process. Depending on what service the client has requested there may be a deposit.
* Tax Preparation fees can be deducted from refund
What education and/or training do you have that relates to your work?
Bachelor of Science with a concentration in Accounting.
10 Year of Accounting (A/R, A/P, Payroll etc.)
12 Years of Tax Preparation services (individual) and 5 Years of Business Tax Preparation.
5 Years of Tax resolution and Planning
Do you have a standard pricing system for your services? If so, please share the details here.
Yes, pricing starts at $80.00 and goes up depending on the filing status and forms needed.
*State Preparation is an additional $45.00
*Audit protection is an additional $50.00
*E-File is an additional $15.00
*Bank products ie. Refund Advance is an additional $80.00
How did you get started in this business?
I got started over 10 years ago, in about 1999 when I went to the local franchise tax prep., office. I was so curious to see how he came up with the numbers that he allowed me to sit and watch the entry. The following year I decided to sign up for their training which would allow me to work in their office for the tax season. While doing this I work for a company handling the invoicing, a/r and a/p. Some years down the line I worked as payroll specialist for a large payroll software provider and decided at that moment how much I enjoyed crunching numbers and getting results.
What types of customers have you worked with?
Real Estate
Construction
Daycare
Home Health Providers
Cosmetologist (Hairdressers, Nail Tech., Barber's, Estheticians & More)
Social Media Influencer's
Self-Employed / Gig works (1099-NEC)
Janitorial Services including Housekeeper's
Describe a recent event you are fond of.
Helping a client that owed the IRS more than $15k and hadn't filed a return since 2010, get her life back.
What advice would you give a customer looking to hire a pro in your area of expertise?
1. Fees
2. Business Specialities
3. Background, Certifications, An Active PTIN (tax prep.)., Degrees etc.
4. Level of Service
5. Availaibilty
6. Goal Setting
7. Audit Support
8. References (review google, website, etc).
9. Do your due diligence on the service that your are inquiring about and have your questions ready.
What questions should customers think through before talking to pros about their needs?
1. Do you have an IRS- issued Preparer Tax Identification Number (PTIN)?
2. What is the service fee? Is it a flat rate or based on the refund amount?
3. If I receive a refund, where will it be deposited? (It should never be deposited into the tax preparer's account).
4. Does the tax preparer offer electronic filing?
5. Once tax season is over, will this office remain open should there be a problem with my tax return?
6. What documents will you need to prepare my return (look out for preparer's that are willing to file without tax documents W2's etc).
7. When will I be able to review and sign my tax documents (Never sign a blank form and always review for accuracy).
8. Make sure the preparer will sign the form as well (signature should include the tax preparer's PTIN).