FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is transparent, competitive, and tailored to your needs, with discounts for long-term engagements and no hidden fees.
- What is your typical process for working with a new customer?
We begin with an initial consultation to understand your needs, gather necessary documents, create a customized plan, execute it efficiently, and provide ongoing support with clear communication throughout.
- What education and/or training do you have that relates to your work?
I hold a Master's in Finance, am pursuing a Master’s in Taxation, and am an Enrolled Agent (EA) authorized to represent clients before the IRS. Additionally, I am certified in QuickBooks Online and ProSeries, with over 10 years of experience in accounting, tax preparation, and financial planning.