Deeprootedtlc Financial Planning and Tax Rez

$38/hour

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Introduction

Life skills coaching services Mediation Services Tax Resolution

Overview

Serves Lewisburg, TN

Background checked

5 employees

5 years in business

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This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, and Venmo.

Credentials

Background Check

Tracy Caswell

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I save clients THOUSANDS OF DOLLARS! They need to have a signed contract before paying and make sure if needed all POA PASS STATE AND FEDERAL GUIDELINES PRIOR TO ONBOARDING
What is your typical process for working with a new customer?
I ask a standard set of questions to decide the work needed to perform! I listen to the client and discover if what they need aligns with my expertise!
What education and/or training do you have that relates to your work?
I have a BA in accounting and finance! I also passed the CPA exam and hold a CPA and EA license!