FAQs
- What is your typical process for working with a new customer?
Initial meeting to discuss needs and evaluate any specific situation. Intake tax documents. For clients needing accounting services, discuss needs.
- What education and/or training do you have that relates to your work?
Masters in Accountancy and Taxation; TX CPA Individual License; TX CPA Firm License
- What types of customers have you worked with?
Individuals and small businesses