FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Brooks Accounting and Tax Services can work with you to design a package and workflow that meets your business requirements.
- What is your typical process for working with a new customer?
I begin with a free consultation with client to find out more about their needs to get the full scope of work. Are they looking for specific ways to reduce income tax or control cost for their business? Find out what the client’s goals are, their vision and expectations for their business. If I have a clear understanding of what the client wants, it’s easy to explain the process and procedures needed to address the clients needs.
- What education and/or training do you have that relates to your work?
BA in Accounting and a MBA. I have 15+ years in Accounting and Financial Management and Taxes. I am a licensed Certified Fraud Examiner. I have completed H&R Block Tax preparation course. At present I am preparing for my Enrolled Agent examination.