FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Discounts are offered for Veterans, Senior Citizens, and Students.
- What is your typical process for working with a new customer?
The typical process for working with new customers is first understanding their tax situation and providing guidance based on the specific situation.
- What education and/or training do you have that relates to your work?
I have a Bachelor and Master of Business Administration in Accounting with over 16 years of tax preparation experience. In addition, I am a MD State Certified Tax Preparer and a Certified Information Systems Auditor (CISA) with over 17 years of experience.