FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
If we do our job right, we provide a value for our service, not a fee.
- What is your typical process for working with a new customer?
Need to meet in person because of the sensibility of the ID and SSC information I need to see. With today and COVID-19 in place I have opened up to Virtual ZOOM meetings. I need to verify who you are.
- What education and/or training do you have that relates to your work?
Been doing taxes since 1979. I got tired of seeing wrong bookkeeping being done to some of my clients. I started helping them and in 2016 added bookkeeping to the firm. I am QuickBooks online advisor.