FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat fee based upon the needs of your business and the tax structure you’ve set up.
- What is your typical process for working with a new customer?
It's important to understand a new client's business. So there will be an in depth conversation about the business, what's happening today and where you are going for tomorrow. If you have a place of business then I like to come on site to see how things flow. I can learn a lot about a business being inside their four walls. If you don't have a place, it's ok. We will talk about your company. Communication, though is key to helping you run your business.
- What education and/or training do you have that relates to your work?
I have a Bachelor's of Science in Business from University of Mary Washington, Fredericksburg, VA. I also have a Masters of Taxation from University of Denver.