FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I do keep a fee schedule, that i can share upon request.
- What is your typical process for working with a new customer?
I set an appointment for an interview with the client, to discuss the information for the project. Also, at the end of the interview, I collect the paperwork and documents needed to prepare the tax returns requested or do the accounting/financial work requested.
- What education and/or training do you have that relates to your work?
Over 35 years of working experience, in major industries and companies, in the major areas of Accounting and Taxes. I have a Bachelor Degree in Public Accounting, a MBA in Financial Management and a MS in Program Management.