FAQs
- What is your typical process for working with a new customer?
When we are working with a new customer we customarily request a previous year set of tax returns both Federal and State. We go through the customers background, i.e. ; family history, work history, investment history, etc. All information is necessary to paint a complete picture of the customer and to obtain the end goal of a complete and accurate tax return.
- What education and/or training do you have that relates to your work?
I have both a Bachelor's and a Masters degree in Tax Accounting and Finance