Watching small business owner flourish by helping them understand their financial health, tax implications, and creating strategies that will limit liability in order to create/promote profitability.
Born in Syracuse NY, but have been a "Charlestonian" for quite some time. I obtained my associates degree, and once realizing that accounting and tax was a true passion of mine, I then decided to obtain my bachelor's degree.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you currently working with an accountant?
How is your business structured for tax purposes (i.e. Sole Prop, S-Corp, C-Corp)?
Do you have employees?
Describe How You Would Like To Be Introduced Via Email
Teresa focuses on your individual/business needs, so that she is able to offer a full range of professional services that are based on your personal situation, that are tailored to your specific needs.