FAQs
- What is your typical process for working with a new customer?
I like to start by looking over the paperwork and asking questions about the client in order to get to know them and what all is happening with their unique situation. Once I have the tax return is complete then I like to discuss things that they can do in the future to improve their own tax situation.
- What education and/or training do you have that relates to your work?
Have prepared taxes for over 10 years, I am registered with the IRS and in the process of becoming an Enrolled Agent. I am constantly learning new things through multiple classes, lectures and books that I am involved with.
- How did you get started doing this type of work?
A great-uncle got me involved by taking over his clients before he passed away.