About
Quality: Ensuring that the appropriate solution is provided for the client's specific need whether it's tax planning, tax preparation, daily accounting, retirement or estate planning strategies.
Attention to detail: I leave no stone unturned so that you get the best results.
Customer-centric: my clients always deserve the best; I pride myself in giving them what they deserve.
Helping people solve their tax, retirement estate planning problems.
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Reviews
Andrew L.
Gwen V.
Lynda D.
Frequently asked questions
What is your typical process for working with a new customer?
Discovery: Via interviews & questionnaires, I gather details about the prospective client. I want to know everything, especially, about the client individually and his or her business.
Design: Determine the best solution whether it be tax return prep, daily accounting, a tax and/or retirement plan, estate planning strategies or a combination of the above-mentioned services.
Implementation: Using the highest level of skill and precision, deliver the best solution(s) using the most efficient and effective technologies available.
I work remote which helps me be more efficient and thus charge lower prices on solutions delivered.
What education and/or training do you have that relates to your work?
Outstanding solutions provided by Wayne A. Scully:
Certified Public Accountant (CPA)
Certified *Estate Planner (CEP)
Insurance Agent**
Notary Public
*Not an Attorney
**Not licensed in all 50 States
Do you have a standard pricing system for your services? If so, please share the details here.
Generally, prices are not standard but are based on the nature and complexity of the work to be performed.