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About
I'm a CPA with extensive experience in tax preparation as well as running a business. In addition to accounting experience, I have owned and managed a multi-location small business, so I understand the challenges business owners face.
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Frequently asked questions
What is your typical process for working with a new customer?
Initial short phone call to understand client's needs then set appointment for in person or phone appointment to better understand where the client needs help.
What education and/or training do you have that relates to your work?
30+ years as a Certified Public Accountant, including extensive experience in all types of taxes - personal, business and not-for-profit - and in helping organizations overcome challenges in running their organization and in tracking the results.
Do you have a standard pricing system for your services? If so, please share the details here.
I have a base price for tax return preparation and payroll services. Accounting and consulting work can be billed on a project or hourly basis.
What types of customers have you worked with?
I've worked with individuals, businesses and not-for-profits