FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is competitive with others who offer the same services and we offer a discount for referrals who retain our services.
- What is your typical process for working with a new customer?
Initially, we conduct a detailed review of their situation. After which, we establish a plan of action.
- What education and/or training do you have that relates to your work?
I have an Associates Degree in Accounting and Business Managment as well as accreditation in taxation and accounting. Additionally, I am a Fellow of the National Tax Practice Institute. Each year I take advanced continuing education courses in taxation and representation (normally a minimum of 30 hours per year).