FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is a mix of standard fees and hourly charges. Varies by what the service is .
- What is your typical process for working with a new customer?
Meet with client to decide whether we are suited to each other. This varies with the type of service. Individual tax clients its usually a short discussion. Business clients it can be an hur to get to know each other
- What education and/or training do you have that relates to your work?
I have a Bachelor's degree in Finance, I have taken a minimum of 30 hours of education every year, for the last 10 its been 75 hours per year. I passed the CPA Exam in the year 2000 and the SEE exam in 2005. Became certified as a CPA in Ohio in 2008.