FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I typically charge a flat fee for my services so that clients know what to expect and are not surprised at the end of the engagement.
- What is your typical process for working with a new customer?
I begin by asking the client how much they know about wills, trusts, and taxes. Based on their answers, I will either start at the beginning or fill in any gaps that they may have. After laying the foundation, I will answer any specific questions they may have.
- What education and/or training do you have that relates to your work?
I am a licensed attorney and CPA in the state of California. I have an undergraduate degree in accounting, a law degree, and a master's degree in tax law.