FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is variable and depends greatly on the exact tax or business situation you need help with. It is important to specify whether you looking for a consultation only or full service tax prep or accounting work.
- What is your typical process for working with a new customer?
Typically once we have established an objective, I like to review previous tax or accounting work, have a conversation verifying what I see and offer best solutions for moving forward.
- What education and/or training do you have that relates to your work?
I am have my undergraduate degree in accounting and currently pursuing my masters degree and preparing for the CPA exam. The variety of experience I've had in so many different fields is paramount to my success and the value I can offer to my clients.