FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Are pricing is based on the number of schedules and the complexity of the return
- What is your typical process for working with a new customer?
Usually we meet in person to discuss the persons personal and financial situation and long term goals
- What education and/or training do you have that relates to your work?
I earned 2 Master's Degrees from Saint Joseph's University. A Paralegal Degree from New York Insitute of Technology In addition, I formerly held a Real Estate License, P&C & Life Insurance license to practice in New York State.