FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My prices are comparable and competitive with other firms in the industry.
- What is your typical process for working with a new customer?
Our typical process is a consultation to understand the clients needs. Then a proposal is presented and an engagement letter to proceed if the proposal was accepted.
- What education and/or training do you have that relates to your work?
I am an Accounting and Tax Strategist with over 20 years of experience. I have held positions as a Controller, CFO, and Treasurer of several multimillion dollar businesses. I am an Enrolled Agent with the IRS which means I am licensed to practice and represent my clients before the IRS. I hold a Master's Degree in Accounting and is a member of several Accounting Organizations.