FAQs
- What is your typical process for working with a new customer?
I prefer to meet with every customer at least twice - once initially to review their needs, previous year's return, changes, etc. - and once to review the taxes I've prepared. For more complex tax situations, I may need to meet with the client a third time, but often this can be handled via phone and email.
- What education and/or training do you have that relates to your work?
Bachelor's (B.S.) in accounting.