AJG Financial Services
About
I provide tax and accounting services for individuals and businesses, private and not-for-profit. I possess 25 years of tax and accounting experience, and can handle simple and complex financial matters.
I have an MS in public accounting, and am an active member of the National Society of Tax Professionals.
I have been an accounting professional all of my life because I enjoy working with numbers and helping people to improve their financial health.
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Frequently asked questions
What is your typical process for working with a new customer?
I have an initial consultation which allows me to get to know my customer, and they can express their needs and concerns. I will make suggestions as to how I would handle their case, and they can decide if they want to engage me. I would draft and engagment letter which outlines the services to be provided, the estimated costs, and the terms of the agreement. A deposit is required and then once the engagment letter is signed, I perform the services for which I am retained.
What education and/or training do you have that relates to your work?
I possess a Bachelor of Science in Accounting, a Master of Science in Public Accounting, and 30 years of professional tax and accounting experience, in bth the private and public sector.