It’s free with no obligation to hire
7 years in business
(Eastern Time Zone)
8:00 a.m. to 7:00 p.m.
Cash, Check, Credit card, Paypal, Venmo
License Type: Enrolled Agent (IRS) (FL)
- What should the customer know about your pricing (e.g., discounts, fees)?Fees for all services are based on complexity, and are either retainer based or flat.
- What is your typical process for working with a new customer?Getting to know you on a personal level so I know HOW to support your financial goal.
- What education and/or training do you have that relates to your work?-BS/MS Accounting/Tax -Extensive annual continuing education requirements -Examination by the IRS itself to be granted licensure to practice in all 50 states