FAQs
- What education and/or training do you have that relates to your work?
As a licensed CPA and member of several professional organization, I attend a minimum of 40 hours continuing education every year. Each year I attend seminars for both business and individual tax updates, as well as seminars on specific accounting and tax topics.
- What types of customers have you worked with?
I specialize in helping closely held businesses with monthly accounting services and integrating their business tax planning with their individual tax.
- What advice would you give a customer looking to hire a provider in your area of work?
Verify that your tax preparer is either a CPA, EA, or Registered Preparer with an IRS PTIN number.