Q: How long have you been a tax professional?
A: Since 2014
Q: Do you have a credential?
A: I am an Enrolled Agent
Q: What is an Enrolled Agent?
A: Enrolled Agents (EAs) are federally-licensed tax practitioners. As stipulated by the Department of Treasury's Circular 230 regulations, EAs are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. (More about Enrolled Agents)
Q: Do you do bookkeeping, accounting, or payroll?
A: I do not. Tax preparation and financial planning keep me busy enough!
Q: Can I just walk in and drop off my stuff, or do I need an appointment?
Q: What do I need to bring to my tax appointment?
Q: Can you do tax returns for S-Corps, Estates, and Trusts?
A: I can, but I don't. Those are specialized fields, and I don't specialize in them. Asking me to prepare your Trust or Estate return would be like asking your divorce attorney to represent you at your trial for burglary.
Q: If the IRS is auditing me or sending me letters can you help me?
Q: What do you charge for that?
A: $100/hour if I prepared your tax return. $200/hour if I didn't prepare your tax return. $0 if you're a member of the Proactive Tax Circle.
Q: Do you offer a money-back guarantee for tax preparation?
A: Yes. If you provide me with 100% of your correct tax information and I prepare your your tax return incorrectly I will refund your tax preparation fee.
Q: Do you offer same-day service for tax returns?
A: Only if you are Scarlett Johansson. Otherwise I will need at least a few days, depending on my current work load. If you're in my work queue and Scarlett calls, you are going to the back of the line. You understand.
Q: Should Pete Rose be in the Baseball Hall of Fame?
A: He is the greatest hitter in the history of the game. It is a complete travesty that he is not in the Hall of Fame.