FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am upfront with everything from day one. I always provide a free initial consultation with new clients to help with my learning process and to better serve them.
- What is your typical process for working with a new customer?
Setting up an initial consultation call or in-person meeting to review all the details of the situation. I offer all my clients a secured client portal, for safe transferring of all tax documents and also have electronic signing options available for e-file authorizations. I strive in offering my clients a seamless process that can all be done on the go.
- What education and/or training do you have that relates to your work?
I obtained my Bachelors degree in Accounting and am a licensed CPA in NY & NJ. I previously worked for large CPA firms in my area. My areas of expertise are: Tax preparation and planning for businesses filing forms 1065, 1120-S and 1120. Tax preparation and planning for individuals and sole proprietors/single-member LLC's filing forms 1040 and 1040NR. Tax preparation and planning for trust filing form 1041. Multi-State apportionment/nexus rules, state sales & use tax.