FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Being an Enrolled Agent, I prepare and file many types of tax returns in all 50 states, including individuals, nonprofits, partnerships, S corps, and C corps all at a flat rate so that you know exactly how much you’re paying in advance.
- What is your typical process for working with a new customer?
For a new client, we start with a Google Meet to discuss your needs and provide a flat-rate quote. Once we begin, you'll receive access to a secure client portal to safely upload your documents. I maintain regular communication via email to provide updates, share reports, and ensure your books and taxes are handled with complete accuracy.
- What education and/or training do you have that relates to your work?
I graduated with a 3.7 GPA from Florida State University with a Bachelor's and a Master's Degree in Accounting. I am a licensed Enrolled Agent, a QuickBooks ProAdvisor, and I gained elite professional training as an auditor at Grant Thornton.