FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I like my clients to know how much they can expect to pay for services. Most people don't like surprises when it comes to taxes. My flat fee pricing allows client to know how much they will pay up front - no surprises.
- What is your typical process for working with a new customer?
Most clients prefer a face to face meeting when they hire a CPA to prepare taxes or handle their books. It is important that there is a good fit and that you will be able to work well together.
- What education and/or training do you have that relates to your work?
I have been a CPA for over 20 years. Beyond that I have developed an expertise in advising small business startups and in real estate investments