FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are extremely competitive for the market. Our customer service and going over and beyond attitude for our clients speaks for its self.
- What is your typical process for working with a new customer?
We would like the client to schedule an appointment, sit down with us and go over a quick questionnaire. We need the prior years tax return along with all the documentation for the current year. Our goal is to have no longer that a 7 day turn around time from the time the client sets the appointment and brings in all documentation (complete) and then it processed and ready for pick up.
- What education and/or training do you have that relates to your work?
I have worked in public accounting for more than 20 years. I am always looking for new ways to expand my knowledge (knowledge is power). I have worked with a very diverse clientele over the years, which has prepared me for almost every scenario I could imagine. I am proficient in QuickBooks, Peachtree, Excel and Word. Most industry specific software doesn't seem to pose a challenge either. I enjoy working and talking with all sorts of people. I am a southerner so, I never meet a stranger.