FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I prefer to bill by the hour but will give a range for a tax return provided that you let me know what is involved first and you present the documents and other financial data to me in a condition that allows me to finish your work without having to do your accounting for you.
- What is your typical process for working with a new customer?
I offer a free 15 to 30 minute consultation for new clients. This time will be spent getting to know you and the assessing the work that needs to be done and the best way to proceed. As no two clients are alike I do not have a set price sheet like one might have for installing a so many square feet of tile. I will work with you to determine a fee that is fair and acceptable for each of us.
- What education and/or training do you have that relates to your work?
B.S. Accounting - Utah State University, 1979 Passed the CPA exam in it's entirety in 1981 I have extensive training in real estate investment analysis. I am trained in the use of IRA accounts for real estate investing purposes.