FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The pricing for your project will be specific to that project based on the amount of time to complete, whether additional research is required, and difficulty of the project.
- What is your typical process for working with a new customer?
My typical process is either a phone consultation or a face-to-face meeting to discuss client needs and wants. From that meeting, email the client a list of needed items.
- What education and/or training do you have that relates to your work?
As an Enrolled Agent, I had to pass a stringent 3 part exam related to all areas of taxation and representation. I also bring my 20+ years of accounting and professional work experience to your benefit. Additionally, I have about 10 years of experience working in CPA firms, including 6 of those in taxation.