FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I love referrals. You receive $10 gift card for each referral. You'll also receive a discount for reoccurring services.
- What is your typical process for working with a new customer?
I like to talk with my clients about their plans and the type of lifestyle they currently live and desire to live. I encourage my clients to ask me questions about my accounting background and skills. For tax preparation I require all new clients to complete an intake questionnaire. When it comes to taxes you want to insure that you provide all information that is relevant for a maximum return.
- What education and/or training do you have that relates to your work?
I have an undergraduate degree from Robert Morris University in Business Administration. I'm currently working on my Masters in Accounting with a concentration in auditing at Southern New Hampshire University. Expected graduation: 2019. I worked for Equity Lifestyle Properties in the campground division for 4 years. I also worked as an Accountant for Labelmaster for 2 years and Cooper's Hawk Winery & restaurant. I also received my AFSP completion record from the IRS.