FAQs
- What is your typical process for working with a new customer?
Discuss with potential clients what their specific need is. Ask for copies of prior and current year tax returns and or business filings. If they have had any past problems, I investigate what those problems are.
- What education and/or training do you have that relates to your work?
CPA with almost 30 years of small business clients and personal clients.
- How did you get started doing this type of work?
Worked as a bookkeeper when graduated from college. Began working in small to mid CPA firms in the 80's.Began my own practice in 1988.