- What should the customer know about your pricing (e.g., discounts, fees)?
Valuable preparation and consultation services at competitive pricing.
- What is your typical process for working with a new customer?
Primarily work remotely via a secure internet portal where we can safely share sensitive information. Also, this helps to let you know what information I need, what you have provided and what I am still looking for. I will work to get your deductions and credits recorded and will ask questions that may lead to more tax benefits.
- What education and/or training do you have that relates to your work?
Passed CPA exam in 1986. Trained as an accountant and auditor in the 80's and 90's. Worked in corporate accounting as CFO and SVP of Finance. However, my primary experience in this area has been doing taxes for one person at a time, focusing on their family's needs and their correct tax treatment.