FAQs
- What is your typical process for working with a new customer?
After an initial phone consultation I will meet with the client in person to go over their records and discuss their unique situation. Each client has a unique set of circumstances that I am especially attentive to when working with new clients.
- What education and/or training do you have that relates to your work?
Economics Degree, Bellarmine University 2006 Graduate CPA Certificate Bellarmine University, 2008