FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
DIY (TurboTax) is only as good as the information entered. I also defend you.
- What is your typical process for working with a new customer?
Once the investment has been finalized, we work together through Google Share. If local, we work one on one.
- What education and/or training do you have that relates to your work?
Master’s in Accounting. Quickbooks ProAdvisor. Enrolled Agent.