FAQs
- What is your typical process for working with a new customer?
Contact to schedule a free consultation and obtain pricing. I send the secure portal link so the client can setup their password and begin uploading tax documents.
- What education and/or training do you have that relates to your work?
Certified Public Accountant (CPA), Enrolled Agent credential from IRS. Master’s degree in Taxation.
- What types of customers have you worked with?
Individuals and Businesses