FAQs
- What is your typical process for working with a new customer?
Money is a highly personal issue. I like to take some time to get to know a client and determine their reason for seeking help from me before beginning to process forms.
- What education and/or training do you have that relates to your work?
Graduate Certificate in Financial Planning from Old Dominion University. All 3 Enrolled Agent Exams administered by the IRS.
- What types of customers have you worked with?
Individuals. Lots of military families. Small business. (Schedule C and Form 1065 Partnerships) Landlords. Lots and lots of Landlords!