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Introduction: I am a credentialed tax professional, licensed directly by the Internal Revenue Service. As a result of all this I am required to maintain extensive continuing education on tax law, as well as stay up to date on the most current accounting industry developments. My clients receive services which are backed by thousands of hours of education, experience, and cutting edge technology which propels their endeavors accordingly and allows them to realize financial clarity and freedom.
Special tax situations
Stocks or bonds,
- What should the customer know about your pricing (e.g., discounts, fees)?Fees for all services are based on complexity, and are either retainer based or flat.
- What is your typical process for working with a new customer?Getting to know you on a personal level so I know HOW to support your financial goal.
- What education and/or training do you have that relates to your work?-BS/MS Accounting/Tax -Extensive annual continuing education requirements -Examination by the IRS itself to be granted licensure to practice in all 50 states