FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I won’t say no to anyone. I am here for you.
- What is your typical process for working with a new customer?
I start by getting to know you and your financial situation. I then gather all necessary information and documents, prepare your tax return, and review it with you to ensure accuracy and completeness. I’m always available to answer your questions and provide ongoing support. As a licensed CPA, I’m held to a high standard of professional conduct and ethics. I stay up-to-date on the latest tax laws and regulations and use industry-leading software to prepare your return accurately and efficiently. I work with a wide range of clients, including individuals, small businesses, and self-employed professionals. I have experience with various industries and tax situations, and I’m confident I can help you achieve your financial goals. I’m always available to answer your questions and provide ongoing support. I’m committed to building long-term relationships with my clients and being a trusted resource for all your tax needs. I’ll provide you with a checklist of all the necessary documents and information. This typically includes your W-2s, 1099s, and other income statements, as well as documentation for any deductions or credits you plan to claim.
- What education and/or training do you have that relates to your work?
Licensed CPA, B.S. in Accounting from University of Illinois at Chicago, Fortune 500 company accounting, Public Accounting, Transaction Advisory and Banking experience