FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The pricing for services is established at a flat rate.
- What is your typical process for working with a new customer?
I conduct personal one-on-one meetings, either via Zoom or in person, to gain a deeper understanding of the individuals and their specific needs. Following these meetings, I provide them with a welcome letter and maintain daily communication regarding their files.
- What education and/or training do you have that relates to your work?
I am a graduate of Harvard University, where I obtained my master’s degree. I hold a CPA license and have served in the United States military for 15 years. For over ten years, I have worked as a contractor with the Internal Revenue Service. Additionally, I have been the owner of my own business for more than ten years. I prioritize continuing education to remain current with all applicable tax and legal regulations.