FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are reasonable and commensurate with similar accounting and tax services throughout the United States. All fees are based on each individual and/or business needs.
- What is your typical process for working with a new customer?
1) Initial consultation to determine accounting and tax needs. 2) Make sure the potential client has all the needed documents to receive optimal services. 3) Review expectations between service provider and client. 4) Provide answers to all client questions and concerns.
- What education and/or training do you have that relates to your work?
Bachelor of Science from the University of West Florida Over forty years of experience in Accounting and Tax Services: Owner of Accounting and Tax Firm (20yrs) Tax Auditor Supervisor for the Florida Department of Revenue (12yrs) Designed Tax Dept. and Controller for College and University (11yrs) Specialty in Non-Profit Setup, Incorporation, 501c3, 990 tax prep