FAQs
- What education and/or training do you have that relates to your work?
As a CPA, I am required and continue to take 80 hours of continuing education per every two years to stay current on the latest accounting and tax law changes.
- Describe a recent project you are fond of. How long did it take?
I recently met with a client who was using another tax preparer. After reviewing his information, I was able to literally save him tens of thousands of dollars in taxes! This was due to errors that I found and finding different ways of structuring the tax reporting.
- What advice would you give a customer looking to hire a provider in your area of work?
Make sure that the person you hire has a good working knowledge of the applicable tax laws. I often see that clients come from other tax preparers who make significant mistakes that cause major issues with the IRS including full-blown IRS audits.