FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge hourly or by the tax forms we do.
- What education and/or training do you have that relates to your work?
I take more than 80 hours of education a year in tax and investment topics.
- How did you get started doing this type of work?
I have always been interested in numbers. They provide a beautiful snapshot of where someone is.