FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is dependent on the specific situation, each business and individual is unique. My prices fairly represent the time spent on each return or project.
- What is your typical process for working with a new customer?
I like to have a call to get to know the customer and gain a clear understanding of their tax position. Then go over the game plan to efficiently minimize their tax position.
- What education and/or training do you have that relates to your work?
Bachelors of Science in Accountancy, NYS CPA, Quickbooks ProAdvisor