FAQs
- What is your typical process for working with a new customer?
My process begins with an initial consultation to understand the client’s needs. I then collect required documentation securely, review the information for accuracy, and prepare the necessary filings or services. Before completion, I review everything with the client and answer questions to ensure they are informed and comfortable with the outcome.
- What education and/or training do you have that relates to your work?
I have formal training in tax preparation and ongoing continuing education related to federal and state tax laws, compliance, and business filings. I stay current with IRS updates and best practices to ensure accurate and compliant services for my clients.
- How did you get started doing this type of work?
I got started through hands-on experience working with individuals and small business owners who needed guidance with taxes, compliance, and financial organization. Over time, I expanded my knowledge through continued education and practical application, allowing me to specialize in tax preparation, business support, and compliance services.