FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
No surprise fees.
- What is your typical process for working with a new customer?
The first step is scheduling a call and identifying your needs. I offer solutions and we go from there.
- What education and/or training do you have that relates to your work?
We are a team of CPAs, IRS and tax consultants, and bookkeepers with decades of combined experience in accounting and tax.