FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge by the form.
- What is your typical process for working with a new customer?
Tax Preparation is a process that is dependent on good record keeping, a knowledgeable preparer, and good communication skills. Tax preparation for one year should lead to planning for the next. With each successive year, strategies can be planned and implemented so that you can realize an increase in your income goals, saving goals, investment goals. Achievement is the best planning mechanism for a full life and balance.
- What education and/or training do you have that relates to your work?
M.B.A., Utica Graduate School of Business and Justice Studies, Alpha Phi Sigma, Utica College Additional Coursework completed at Sam Houston State University Graduate School of Business B.A., Business Economics, Magna cum laude