About
Service provided by an experienced CPA in the business for more than 30 years. Well acquainted with current developments in the fields of taxation and accounting.
I enjoy providing personal and honest services to my clients in the fields of taxes, accounting, and personal financial advice,
Highlights
Reviews
Allan Q.
Frequently asked questions
What is your typical process for working with a new customer?
Know about the customer and family
Understand his/her requirements
Explain related areas so that the customer understands what is needed.
Gather necessary information.
Complete the service to the customer's satisfaction.
What education and/or training do you have that relates to your work?
MBA, majoring in accounting and finance from Lubin School of Business, New York
10 years in corporate accounting and finance.
Thorough knowledge related to the requirements of small business and individual taxes and financial needs.
30 years of experience in accounting and taxes in public accounting, primarily to individuals and small businesses.
Do you have a standard pricing system for your services? If so, please share the details here.
The price depends on the services provided. No standard pricing system.
How did you get started in this business?
I had my own accounting firm which was sold year before last.
What types of customers have you worked with?
Small businesses and individuals.
Describe a recent event you are fond of.
Don't understand what you mean.
What advice would you give a customer looking to hire a pro in your area of expertise?
Get references. Talk to the service provider to understand the depth of his/her knowledge and sincerity. Don't be swayed by falls promises.
What questions should customers think through before talking to pros about their needs?
It depends on his/her needs. The points mentioned above should be kept in mind.