FAQs
- What education and/or training do you have that relates to your work?
As a US Treasury/IRS Enrolled Agent, I am required under IRS Circular 230 to complete continuing education. As a CTEC-Registered Tax Preparer, I am required to complete twenty hours of education per year and maintain a $5,000 performance bond.
- What types of customers have you worked with?
Bookkeeping for small businesses. Tax Audits and Appeals (IRS, Franchise Tax Board, and State Board of Equalization). Tax Planning. Tax Return Preparation. US Expatriate Tax Return Preparation, including FBARs, IRS Form 8938, and FinCEN Form 105.
- What advice would you give a customer looking to hire a provider in your area of work?
I would suggest that when selecting an accountant that you listen to how the accountant answers your questions. Look for accountants that are detail-oriented, and that take the time to answer all of your questions. Accountants who promise refunds without first seeing your paperwork should raise a red flag! Furthermore, the education and credentials that your accountant has should also be considered.