FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Not at all. I work with all budgets, and in some cases will do pro bono, depending the situation.
- What education and/or training do you have that relates to your work?
Yes, I am always in the loop of changes and updates of tax laws. Every year I enroll myself in tax courses to get up to date, and I proudly display my completion certificates at my place of work.
- How did you get started doing this type of work?
I went from Banking, to Insurance and started working with a non-profit school for disabled children. My job there was to handle financials, budgets, and year end reconcilement, and it led me to an opportunity in my family business. I've had state auditors thank me for making their job easier when it comes to fiscal year closings in an educational environment.