FAQs
- What education and/or training do you have that relates to your work?
• Notary - Commissioned by State of Texas • Bonded & Insured • QuickBooks Certified ProAdvisor • Intuit Certified Bookkeeping Professional • Master of Business Administration • Bachelor of Science - Accounting • IRS-authorized e-file provider • Current EFIN & PTIN holder • IRS Annual Filing Season Participant (AFSP)
- What types of customers have you worked with?
• Individuals (wage earners & contractors) • Businesses (self-employed & small business) • Worked with over 285 businesses on compliance and/or accounting projects, in lead and support positions.
- What advice would you give a customer looking to hire a provider in your area of work?
• Always feel free to ask questions about experience and certifications. • Seek help as early as possible to avoid rush jobs. The tax industry has a various deadlines and we want to make sure you receive the best results. (If you’re late, still reach out for options.) • Be clear about your situation to ensure that we address all topics applicable to you. This way you receive all applicable credits and deductions you’re entitled to.