FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At Goldfinch Associates, we believe in transparent pricing. The quote we provide is the price you'll pay, guaranteed. To ensure accuracy, we'll discuss your needs and review your prior year's return, if applicable, before finalizing our agreement.
- What is your typical process for working with a new customer?
Following our agreement on pricing, we'll provide you with access to our secure client portal. This portal offers a streamlined experience, allowing you to exchange messages with our team, upload your tax documents safely, and electronically sign all necessary forms.
- What education and/or training do you have that relates to your work?
My experience spans both national and regional accounting firms, including Buchbinder & Tunick (Top 200) and Weaver (Top 50), where I mastered industry best practices. Coupled with my degrees in Accounting and Business Administration, I bring a wealth of knowledge to every client