FAQs
- What is your typical process for working with a new customer?
We offer free initial consultation with clients. We work with clients all year long. Standard planning and consultation is normally part of the fees.
- What education and/or training do you have that relates to your work?
I have CPA licenses and also have an MBA.
- What types of customers have you worked with?
My clients range from recently graduated students to retirees. Most of my clients are professional and self-employed from various industries. In addition to accounting and tax services, we also offer audited financial services to clients that might need it for government for regulation or bank for loans.