FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on complexity and discounts are given to new clients!
- What is your typical process for working with a new customer?
After payment is received a secure client portal invite will be sent for new client to upload their documents. Communication will be done via email, text message, or secure portal chat.
- What education and/or training do you have that relates to your work?
I have a bachelors and a masters degree in accounting wigh a concentration in taxation. I have been a CPA for 10 years.