Client Information: Working with Mary Rae Fouts, EA
Mary Rae Fouts, EA brings 30 years of professional experience to clients. She employs an objective and pragmatic advisory approach to address and help resolve client concerns. Clients include businesses, business owners, private individuals, retirees, trusts, and estates.
Fouts Financial Group clients are located throughout the United States, and typically have concerns involving technical or complex tax, insurance, and related financial or employee benefit matters. Mary's Curriculum Vitae is available to qualified prospective clients upon request.
Office: To provide efficient professional services and support green sustainable business practices, Mary maintains an office in her home in Pleasant Hill, California.
Client Consultations: Consultations are provided by appointment. As part of Fouts Financial Group's green sustainable business practices, consultations are conducted via telephone or video conference whenever practicle.
Electronic Communication and Document Transmission: As part of Fouts Financial Group's green sustainable business practices, Mary employs current technology when delivering professional services to clients, including the use of electronic communication and document transmission when practicle. Clients (or a client's authored representative) must have access to email and Internet services. For electronic transmission of sensitive or confidential client information, as well very large file transmissions, Mary uses an encrypted ShareFile service for secure transmission. For clients sending such information and emails, Mary will provide an encrypted ShareFile link for secure transmission. When electronic document transmission is not practicle, documents, reports, and related items are sent to the client via UPS or US Mail.
Letter of Engagement: A Letter of Engagement signed by Mary and client(s) is used for all client engagements.
Mary welcomes your call or email to answer any questions you may have. Thanks for stopping by!