FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
1. Tax Preparation rates are determined by Form Filed with the IRS 2. Strategic Tax Planning Consulting is charged a flat rate based on 45-60 minutes Sessions 3. Business Accounting rates are based on volume of transactions 4. Financial Analysis & Consulting rates are based on complexity & deliverables
- What is your typical process for working with a new customer?
Gather Information, Get an Understanding of the Clients Needs, Schedule a Meeting, Provide Results and/or Services
- What education and/or training do you have that relates to your work?
Texas A&M University Bachelors - Accounting Texas A&M University Masters - Accounting Rice University Certified Financial Planner Certification Education Program CPA (Certified Public Accountant) Over 10 years experience