FAQs
- What is your typical process for working with a new customer?
Phone call for intial interview. Client emailing the information. Reviewing the infomation and discussing any unclear information. Prepare and review the return. Emailing the return and invoice to the client with password protected attachment. Receiving by return email, the signed forms authorizating me to file the returns. File the returns.
- What education and/or training do you have that relates to your work?
Masters degree in Accounting and Advisory Services Licensed CPA (VA) BIG Four Experience