FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Free Consultation
- What is your typical process for working with a new customer?
Review your financial blueprint to develop a plan to help you succeed whether it is in your personal life or in business. I want to help you with your personal finances as well as your business.
- What education and/or training do you have that relates to your work?
Enrolled Agent; Bachelors of Accounting; 215 Licensed