FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are competitively priced for the services we provide to our clients.
- What is your typical process for working with a new customer?
In order to better serve a new client I feel it is important to understand their past tax situations as well as the current one at hand. I usually will ask for the past year's tax returns as a roadmap for guidance in best determining correcting actions as well as future tax planning. I'm very proactive in tax planning as an essential tool in eliminating future tax hardships and excess liabilities. A true formula for a successful client engagement encompasses past current and future tax strategies.
- What education and/or training do you have that relates to your work?
I have a BS in accounting from Rutgers University. I've worked for CPA firms as a Tax Senior as well an Internal Consultant in a vast assortment of challenging and exciting client engagements. I've worked with Fortune 100 companies such as Johnson & Johnson (2 years) and Merrill Lynch (18 years) in my 20 year corporate careers. I also have a BA in Biological Sciences from Rutgers. I take the annual IRS approved courses to maintain my tax knowledge and acuity to assist me in serving my clients. I have never had a client audited in over 36 years of practice!