FAQs
- What education and/or training do you have that relates to your work?
Yes, every year Myself and my staff engage in 20 plus hours of continuing education. This year particularly with the Affordable Care Act. We take continuing education in the areas of Accounting, Taxation, Business Advisory, New Entities, Tax Resolution and Ethics.
- How did you get started doing this type of work?
I have been practicing since I was 16. I used to help my father keep his bills in order and my fathers personal accounting, from there I served many firms in the accounting departments and eventually became the Chief Financial Officer (CFO). Now, I work with select clients that are looking to grow.
- What types of customers have you worked with?
The most common job is monthly/quarterly bookkeeping. this leads to tax planning and finally tax preparation. The goal is to increase wealth and minimize my clients taxes.