FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer reasonable pricing and a discount for returning clients during tax season! *Restrictions apply
- What is your typical process for working with a new customer?
Our initial meeting is a video call virtually to ensure I'm covering all of your accounting/tax resolution needs, and from follow up are done at the convenience of the client if needed. All documents are transmitted/provided through a secure portal/drive.
- What education and/or training do you have that relates to your work?
I'm a licensed CPA, with over 10 years experience in accounting and tax. I also provide Tax advisory and mitigation for business owners and legal entity guidance from a financial perspective.