FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer discounts for multi-year tax returns. We're a fiduciary and only get paid by our clients, never by third-party providers.
- What is your typical process for working with a new customer?
The first step is to have a conversation where you can ask us questions and we can ask you questions. We want to know WHAT IS IMPORTANT TO YOU AND WHY. Only then can we create and implement a personalized plan to help you with a comprehensive approach that takes care of taxes, bookkeeping, and financial planning.
- What education and/or training do you have that relates to your work?
Our team has the highest designations available in finance: Enrolled Agent with the IRS Chartered Financial Analyst (CFA) Certified Financial Planner™ (CFP®) Accredited Estate Planner® (AEP®)