FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer competitive fees based on your needs. Whether you're looking for business accounting, tax planning and preparation, or incorporation services, I will work with you to provide the right services at an affordable rate. Fees may be based on hourly rates, monthly retainer or by project.
- What is your typical process for working with a new customer?
We begin the process by having an initial free consultation. This provides an opportunity to understand your business, identify your concerns and needs, then develop an action plan to help you achieve your goals.
- What education and/or training do you have that relates to your work?
I have over 20 years of business operations experience. I have spent the last 10 years working in CPA firms with progressive responsibility, providing accounting and tax services over the last four years. I am a Masters in Taxation candidate and am a Certified Acceptance Agent. I am in the process of obtaining the IRS Enrolled Agent certification. I attend continuing professional education classes to stay abreast of the latest developments in tax and accounting. I am also an Independent Contractor with a top regional CPA firm which affords access to technical knowledge and expertise to handle more complex tax matters.