FAQs
- What education and/or training do you have that relates to your work?
Yes, participate in the IRS convention annual training, either myself or my partner.
- How did you get started doing this type of work?
I wanted to be a financial advisor, that's how I joined Gilman & Ciocia, then learned the trade after being the assistant to the company's CEO, Jimmy Ciocia.
- What types of customers have you worked with?
Most common types of jobs are, clients with W2's, Homeowners, Self-employed, Small business owners, etc.