FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
No charge new client initial 30-minute consultation. Fees are competitive. See website for estimated project fees.
- What is your typical process for working with a new customer?
New customers will be sent a link to a secure data portal where tax documents can be uploaded easily.
- What education and/or training do you have that relates to your work?
Licensed CPA Over 30 years of international and U.S. tax planning, compliance, and strategy experience. Former IRS agent (Large Business & International) Former CFO, CCO & COO for Fortune 100, start-ups, and hedge funds Former university accounting and tax faculty MBA, BS (accounting)