FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We work with a wide range of clients. Speaking to you will help us learn about your specific tax situation. Following an initial consultation session, we will gladly provide you with our fees tailored to your needs.
- What is your typical process for working with a new customer?
Our clients called us on the phone or scheduled a free 15 min appointment online. The next step is to evaluate the client's tax situation and see if we are the right firm for the job.We have the capacity to do all evaluations remotely.
- What education and/or training do you have that relates to your work?
I have earned a Master's in Accounting with a specialization in Taxation from Golden Gate University. I am a licensed enrolled agent admitted to practice before the IRS. As an Enrolled Agent, I am passionate about advocating for solutions that bring people financial freedom and relief. financial relief and freedom.