FAQs
- What is your typical process for working with a new customer?
We set up a time to meet virtually and go over your unique situation. I'll send a secure portal link to upload your tax documents and then I'll send any follow-up questions I may have. You'll review the forms to confirm your personal information. Finally I'll send the e-signature forms and submit.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant. I have been in the accounting realm for over 14 years and preparing taxes for people other than family for the past 5. My background is in financial reporting and nonprofit accounting.
- How did you get started doing this type of work?
It kind of found me...