FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Discounted prices based on industry averages and the competition.
- What is your typical process for working with a new customer?
New Customer can scan, email, fax, or upload their documents to my secured portal for privacy and safety. Mailing is also an option but not desired.
- What education and/or training do you have that relates to your work?
College graduate with CPA License and 25 years experience.