FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Customers requesting multiple services will receive discounts. If a customer has 2 or more tax returns to file, I will provide a 20% discount on all returns after the first one.
- What is your typical process for working with a new customer?
My typical process with a new client includes 1. A phone call to discuss desired services 2. A review of other financial needs 3. Schedule an appointment to provide services.
- What education and/or training do you have that relates to your work?
I have a MBA. Also, I participate in annual continuing education involving insurance, financial services planning, risk management and tax planning.