FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Each client's tax situation is unique. Before engaging me the client will receive an estimate for my work.
- What is your typical process for working with a new customer?
Generally we discuss their tax situation in a no fee interview. This is to ensure that I have the requisite expertise to help the client. Also to allow the client to see if I am a good fit for them. If the client decides to hire me we will lay out a plan for how to proceed .
- What education and/or training do you have that relates to your work?
My undergrad is in accounting. I have a masters in Management. I retired from the Army after 22 years of service. I passed the Enrolled Agent exams and have complteted numerous continuing education classes.