FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a list of pricing by schedule which is modified by value. Pricing is revised by the complexity and time necessary to complete each schedule.
- What is your typical process for working with a new customer?
I go through an interview and a Consultation. I review any problems that may exist
- What education and/or training do you have that relates to your work?
I have a BS in Accounting from San Diego State University and am a Certified Public Accountant not just an "accountant". I have over 35 years of tax experience. I kee p up with current issues by taking at least 80 hours of continuing education every 2 years. I am a member of The American Association of Certified Public Accountants which has stringent educational and ethical requirements that I adhere to.