FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flat rate for most work Hourly rate for IRS representation and litigation support
- What is your typical process for working with a new customer?
I prefer an introductory consultation, either in person or over the phone, to determine how I can best serve you. From there, I will review your prior three years' personal and/or business tax returns to determine if there are any opportunities for retroactive changes. Finally, I will work with you to develop a strategy moving forward to reduce taxes and optimize your financial position.
- What education and/or training do you have that relates to your work?
Bachelor of Science in Business Administration from the University of Louisville Over 12 years experience working in public accounting in the area of taxation