FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the complexity of the tax return or project. For straightforward returns, I offer flat-rate pricing, and for more complex cases (business, multi-state, international, crypto, IRS issues) I provide custom quotes. I am transparent and competitive with pricing — no hidden fees, just clear value.
- What is your typical process for working with a new customer?
I start with a discovery call to understand the client’s needs. Then I gather information and documents securely (via my client portal), review potential tax-saving opportunities, and prepare the return or plan. Once the client reviews and approves, I finalize and e-file the return. I also provide year-round support for bookkeeping, IRS notices, and tax planning.
- What education and/or training do you have that relates to your work?
Licensed Certified Public Accountant (CPA) in Virginia Master of Accountancy from The George Washington University Bachelor’s in Finance from Coastal Carolina University Advanced Certified QuickBooks ProAdvisor Ongoing CPE (continuing education) to stay up to date on tax law and IRS changes