FAQs
- What is your typical process for working with a new customer?
Sit down with a client to find out exactly what it is the fair warning I like to customize my work based on the client. By asking questions you can find possible deductions that are being overlooked. Once this information has been obtained weather be in person on the phone email facts or Dropbox then I would need to get copies of ID's and social security cards along with all the other documents needed to prepare the tax return
- What education and/or training do you have that relates to your work?
I have a Masters in Business a minor in finance I am A registered tax preparer I'm in the process of earning my chartered tax preparer status I'm also a member of the National Association of Bookkeepers.
- What types of customers have you worked with?
I have worked with small to medium-sized businesses to students filing their very first tax return everyone is treated the same and get all of my attention