FAQs
- What is your typical process for working with a new customer?
After receiving docs and info form, I always conduct a tax prep interview
- What education and/or training do you have that relates to your work?
Enrolled Agent, BS Business Finance, Industry training
- How did you get started doing this type of work?
I had complicated tax returns myself and went back to school to learn how to prepare my own. I Bought a tax franchise while working for a top firm in Chicago.