FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat rate, amount guaranteed up front.
- What education and/or training do you have that relates to your work?
I am an IRS Enrolled Agent and a Certified Financial Planner. Combined these certifications require over 45 hours of continuing education annually. I have been certified as both for over 15 years.
- How did you get started doing this type of work?
I received extensive training and experience as an IRS Special Agent and decided to use this background to help tax clients.