Credentials

FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?
  Since Willowbrooke CPA is a side business for me - my tax preparation prices tend to be lower than the competition - however - by having a smaller book of Clients - I can provide even greater individual attention to your needs. Additionally, I love helping Clients with one-off questions or concerns they may have throughout the year - without charging you unless it turns into a much larger project. This is contradictory to most CPA's that are looking for ways to charge more 'billable hours'.
• What is your typical process for working with a new customer?
  Typically a meeting or phone call will be had to understand your needs and current tax profile. A review of your prior year returns is usually necessary in order to accurately bid on your project. We can then meet to exchange information - or work together electronically through secured exchange servers.
• What education and/or training do you have that relates to your work?
  I began my career at PwC and quickly made Manager in 5 years. My PwC training gave me extensive practice in high-wealth clients, all types of business taxes, and tax research/consulting. I left PwC after 7 years to work in the Corporate tax setting for a better personal/work life balance.