FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The initial consultation is free. I can be very flexible to your budget, depending on your needs. My goal is to help my clients gain peace of mind without breaking the bank getting there.
- What is your typical process for working with a new customer?
Our initial consultation usually involves a discussion about your needs and your expectations, and lasts about one hour. Once I have an understanding of your needs, we then can discuss our best steps forward to meet those needs.
- What education and/or training do you have that relates to your work?
I earned a Bachelor's degree in Accounting and Information Systems from the University of Colorado Colorado Springs in 2004 and then a Masters of Business Administration degree in Finance also from the University of Colorado Colorado Springs in 2012. I have over 15 years of direct experience working in and with a variety of business and financial models. I have handled a variety of tax situations including (but not limited to) partnerships, sole-proprietorships, HSA and IRA contributions, and investment income.