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Lori C.
Frequently asked questions
What is your typical process for working with a new customer?
Getting to know the client by asking key questions to find interests. This usually breaks the ice and generally helps with the client trusting me resulting in a more transparent return.
What education and/or training do you have that relates to your work?
MBA in accounting, CTEC Certifications, many tax courses and seminars attended. The best education has been the experience gained by preparing taxes and working in CPA firms.
Do you have a standard pricing system for your services? If so, please share the details here.
Minimum $175 per return and the price increases by complexity.
How did you get started in this business?
Volunteering at the VITA centers for tax preparation.
What types of customers have you worked with?
Individuals, partnerships, S Corporations, Sole Proprietors.
Describe a recent event you are fond of.
Working at the client most recent CPA Firm, Fitzpatrick & Tucker. The experience and knowledge gained there was incredible.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you feel comfortable and able to ask questions without having to pay for every minute engaged.
What questions should customers think through before talking to pros about their needs?
Analyze their financial situation and seek information as to sheltering income from taxation.