FAQs
- What is your typical process for working with a new customer?
Client is to provide tax documentation for current year in addition to prior year tax return. Once provided, we will proceed to completing a questionnaire of what changes may have occurred throughout the year that changed from prior.
- What education and/or training do you have that relates to your work?
Accounting degree, and both Certified Public Accountant and an Enrolled Agent designation.
- What advice would you give a customer looking to hire a provider in your area of work?
Ask about certification, work experience, and practitioner is insured.