FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in transparent and competitive pricing. Our fees are based on the scope and complexity of the services you require. We offer customized packages to meet your specific needs. Additionally, we have special discounts for first-time clients and referral programs that can save you even more. Rest assured, you'll always know what you're paying for, with no hidden fees
- What is your typical process for working with a new customer?
When you choose us, you're choosing a partner in your financial journey. Our process begins with a thorough consultation to understand your goals and financial situation. We'll design a personalized plan that outlines the steps we'll take together. Throughout our engagement, we maintain open communication, providing regular updates and addressing any questions or concerns you may have
- What education and/or training do you have that relates to your work?
I hold the prestigious titles of Certified Public Accountant (CPA) and IRS Enrolled Agent (EA), backed by 10 years of hands-on experience in the field. My education and training have equipped me to navigate complex financial matters and tax laws effectively. I continually stay up-to-date with industry trends and regulations to provide you with the highest level of expertise