FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer senior and military discounts.
- What is your typical process for working with a new customer?
We schedule discovery calls for all new clients and our initial on boarding can be 100% virtual. A quote is provided for all services along with a comprehensive timeline for your project completion. Have questions? We have FAQ's, intergrated website chat options as well as a 24/7 secure portal for document submission as well as access to your project details.
- What education and/or training do you have that relates to your work?
BS in Accounting Licensed & Bonded Tax Preparer Financial Advisory Counselor Certified Credit Counselor