FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have flat rate prices based on the client's needs and wants. I have monthly packages for monthly services such as bookkeeping or coaching/consulting.
- What is your typical process for working with a new customer?
I offer an initial consultation to discuss the client's needs. I provide pricing based on their needs. An engagement letter is signed, payment received, and work on the project begins.
- What education and/or training do you have that relates to your work?
I am required to complete 72 hours of continuing education every three years. I complete at least 30 per year. I have a bachelor's degree in Accounting and a master's degree in Taxation. I am also a Fellow of the National Tax Practice Institute. I am a licensed Enrolled Agent. I am licensed to assist taxpayers in all 50 states.