FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every job is different. I like to discuss the details of an engagement before quoting a fee. But, once a fee is quoted, that is the fee we will stick to.
- What is your typical process for working with a new customer?
I like to start every new job with a phone call to understand the client and the situation. It is helpful when a client provides us with the prior year tax return and accounting books. From there a fee is quoted and the job begins.
- What education and/or training do you have that relates to your work?
I hold degrees in Accounting, Finance, and a valid CPA license with the state of Florida. In addition, I'm also a registered tax practitioner with the Internal Revenue Service and am ready to help you with any IRS compliance issue.