FAQs
- What education and/or training do you have that relates to your work?
I complete 80 hrs of continuing professional education (CPE) every two years, which is also required to maintian my CPA license.
- What types of customers have you worked with?
Tax return prep and tax planning.
- What advice would you give a customer looking to hire a provider in your area of work?
Go with someone you trust and has you long-term interest in mind. Many tax prepares talk only about how big your refund will be, but neglect to tell you how to keep your files and returns free from audit risk.