FAQs
- What is your typical process for working with a new customer?
I like to meet in person with a new client and get a feel for their goals and concerns before I start making recommendations about tax or financial planning.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant and am required to have 80 hours of continuing professional education each year.
- What types of customers have you worked with?
Individuals, families, sole proprietorships, partnerships, single and multi-member LLCs