FAQs
- What is your typical process for working with a new customer?
Meet with customer at their convenience or location. Gather all pertinent documents. Prepare return and assemble questions for current year, or for tax planning. Return to client with completed current year returns and discussion about next year tax planning.
- What education and/or training do you have that relates to your work?
Continuing education as required by Connecticut Society of CPA's.
- How did you get started doing this type of work?
I ENJOY THE DIVERSITY OF WORKING WITH EACH INDIVIDUAL OR BUSINESS CLIENT, AS EACH IS DIFFERENT IN MANY WAYS. THE CONTINUING CHANGE IN TAX LAWS MAKES EACH TAX YEAR INTERESTING IN ITS OWN RIGHT.