FAQs
- What education and/or training do you have that relates to your work?
We only hire the best. Our Managing Partner holds a Master's Degree in Accounting with an emphasis in Taxation, he is an Enrolled Agent with the IRS. Our senior accountant has been working in the accounting field for 14 years and she is a Certified QuickBooks Desktop Pro-Advisor and Certified Advanced QuickBooks Online Pro-Advisor. Our entire account accounting staff all hold the QuickBooks Online Pro-Advisor Credential.
- What types of customers have you worked with?
We work with all kinds of customers. Specific areas of expertise lie in Individual Taxation, Estates and Trusts, and Corporate taxation. We of course, all receive the latest continuing education to serve our client base outside these areas as well.
- What advice would you give a customer looking to hire a provider in your area of work?
Ask them if they just prepare taxes or are will to help them develop strategies to optimize your income while limiting your tax exposure.