"Working with companies on their finances is often a private and sensitive topic. Because of that, I take an active listening and educational approach with my clients by laying out my goals for them first and then hearing their thoughts to work towards a common goal. As in any job, communication is key to setting expectations and learning what my clients expect from me. If you would contact any of my professional references - all clients I've worked with in the past - they won't hesitate to talk about my excellent customer service skills."

"As a tax professional, my customer service starts with my expertise in areas where most clients are under-educated. I take the time to educate my clients about my processes in preparing their taxes, my expectations from them to help in the process, and what they can expect from me throughout our time together. The clients I work with appreciate the education and expectations because it helps us work together more wisely and efficiently as we lower their tax burden."