Paul Bortnick, CPA, CFP
About this pro
I liked everything about my experience with Paul Bortnick. He responded quickly, completed the job quickly and was very reasonably priced.Jun 8, 2018Verified
Paul was quick to respond and very helpful! Went above and beyond for me! Highly recommend!May 16, 2018Verified
Mr. Bortnick is a pleasure to work with. He is a professional in every sense of the word. He simplified my tax prep, put everything in an easily understood package, in a timely manner, at a more than reasonable price. Most importantly he was very responsive and available. I’d recommend Paul without a doubt and I look forward to working with him in the future.May 5, 2018Verified
so knowledgeable and easy going. we will use him again.Mar 15, 2018Verified
We asked Paul to help us figure out how to maximize our retirement income. He was very thorough and professional, offering options for investment and an overall assessment of our financial health.Mar 5, 2018Verified
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- What should the customer know about your pricing (e.g., discounts, fees)?My rates vary from case to case depending on the complexity of the situation.
- What is your typical process for working with a new customer?I'm not sure that there is a typical process. All clients are different. Some prefer communicating through email, some in person and some via phone. It's important to figure out what is important to the client and makes the client comfortable. Clients are taking a risk hiring someone over the internet. It is important for me to put them at ease.
- What education and/or training do you have that relates to your work?I am a CPA (certified public accountant) as well as CFP (certified financial planner). These designations require me to put a substantial amount of time into continuing education. However what I value most is the fact that these credentials require a professional to act in an ethical manner in the clients best interest. If this ethical standard is violated, your license will be revoked. Both of my licenses are in good standing.