Tax Solutions Consultants LLC
About
I reaaly enjo helping my clients define their goals, making a plan with them (that they are committed to working) and helping them attain their dream. Most all of my clients become friends, which I enjoy very much. Friends are always available to you and I to them.
I have tbeen told when meeting or speacking with my clients or those who just call for information, that I freely answer all questions. And if something need to be done, if is done asap. I try to under promise and over deliver.
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Frequently asked questions
What is your typical process for working with a new customer?
set up a zoom or onperson meeting to enable the potential client to ask questions and recieve answers so they can make an informed decision as to wether we would be a good fit to work together to reach their financial goals.
What education and/or training do you have that relates to your work?
I have 32 years experience in financial services. I have an advanced degree in Finance and Tax from MSU as well as the America College of Financial Services annual basis to keep up to date and knowledgable to well serve my clients.