FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing determined by the complexity of the project which can be determined at the initial interview.
- What is your typical process for working with a new customer?
We start with a free consultation to review the tax returns for the past two years and the concerns that the customer has.
- What education and/or training do you have that relates to your work?
B.S. in Accounting from Golden Gate University, 1977, San Francisco, California Licensed by the Internal Revenue Service as an Enrolled Agent (EA) after after passing comprehensive tax law examinations.