FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and based on the specific services you need. I provide upfront estimates so there are no surprises, and I offer competitive rates for ongoing services or bundled packages. Any additional fees, such as for expedited work or complex filings, are discussed in advance to ensure clarity.
- What is your typical process for working with a new customer?
My process with new customers begins with an initial consultation to understand their goals and challenges. From there, I review financial documents, identify opportunities, and create a tailored plan. We then implement the strategy together, with ongoing support to ensure compliance, efficiency, and tax savings.
- What education and/or training do you have that relates to your work?
I hold both a Bachelor’s and Master’s degree in Accounting, and I have over 15 years of hands-on experience in the accounting and tax field. My background includes working with individuals and businesses to ensure accurate financial reporting, compliance, and effective tax planning.