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Phil provided financial guidance and support when we were buying our first home. He analyzed our monthly budget and tax situation to make sure we were comfortable with our home buying budget. I felt like family!Jan 11, 2020Review from Google
Individual Tax PreparationFeb 8, 2020Verified
License Type: CPA – Certified Public Accountant (NC)
- What should the customer know about your pricing (e.g., discounts, fees)?I charge a flat fee for monthly, quarterly, and annual bookkeeping services. Tax return preparation is priced based on the forms I prepare. Any additional services are billed at an hourly rate.
- What is your typical process for working with a new customer?The most important step in working with a new client is understanding their goals and priorities for the service. I offer a free consultation to be sure both parties are comfortable before we get to work.
- What education and/or training do you have that relates to your work?I have a Bachelor degree in Business Administration with a concentration in Accounting from the University of Mary Washington. I am a licensed CPA in North Carolina. I am also a QuickBooks Online Certified ProAdvisor.