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Frequently asked questions
What is your typical process for working with a new customer?
One a customer has decided to move forward in tax preparation the process is fairly simple.
The First thing we Like our client to do is fill out a customer intake form so we know what forms will be needed.
Once filling out the customer intake form you will recieve a link to share your documents
Documents will be reviewed and completed
We will then wrap up the tax return Via Zoom Please have ID's ready and present to verify for Identity Theft pruposes. We will then send a copy to review before being sent off to the IRS.
What education and/or training do you have that relates to your work?
10 years of experience in the industry and supervising a busy store for 3 years
Do you have a standard pricing system for your services? If so, please share the details here.
The prices is dependent upon the forms that are filed
How did you get started in this business?
Went to Tax school and started work shortly after
What types of customers have you worked with?
Small business owners and personal taxes
Describe a recent event you are fond of.
Dream Big Mixer
What advice would you give a customer looking to hire a pro in your area of expertise?
make sure they understand the tax law and are current with all the 2020 tax law changes