FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our prices are competitive. My priority is to provide accurate and reliable services.
- What is your typical process for working with a new customer?
You will be asked to provide all tax documents and financial statements necessary for your type of return. (W2, mortgage statement, tuition, 1099 income, 401k distributions, Social Security income) I ask for state ID or passport, if any dependent, copy of birth certificate and social security cards. This allows me to protect your identity and avoid delays.