FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is client specific. Each client is offered personalized service based on their financial need for our services.
- What is your typical process for working with a new customer?
I enjoy speaking with my clients and LISTENING to them. "What do they need done?" I hope to convey to them that we are a trustworthy company and have their best interests in mind at all times.
- What education and/or training do you have that relates to your work?
I have held my PTIN for tax preparation for over 12 years.