FAQs
- What is your typical process for working with a new customer?
Every new customer is unique. First, we get to know exactly what the customer's needs are and make a determination if we are a match. Our goal is to be able to help our customers to the best of our abilities while maintaining a transparent service.
- What education and/or training do you have that relates to your work?
Stacy holds a B.A. in Business Leadership with a minor in Management. She also holds a Juris Doctor (J.D.). Stacy specializes in corporate tax, sales tax, and complex individual and business tax returns. Jake holds a B.S. in Business Economics. He also obtained his Master of Business Administration (M.B.A.) in Finance and a Master of Science in Accounting. Jake have over 8 years of business and accounting background and is responsible for all accounting functions for small businesses including business consultation. He also prepare individual and small business income tax returns.
- What types of customers have you worked with?
Regardless of whether you are an individual, Sole Proprietorship, LLC, Partnership, or C- or S-Corporation, we have the expertise to help you with your taxes. We have worked with every type of customers above. We know how your tax burden affects your cash flow, so we work hard to reduce your tax burden (up to the maximum allowed).