About
Customer focused and driven! Certified and experienced to provide the best tax preparation experience. Our goal is to help our clients get the most out of their tax refund by thouroughly assessing all of the tax deductions and credits legally due to our clients to help reduce their taxable income and tax liability. We are truly passionate about what we do and would love to gain your business.
Our passion is poeople! Our goal is truly and simply to help in every way we can to help reduce clients taxable income and tax liability.
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Ricardo W.
Frequently asked questions
What is your typical process for working with a new customer?
Initial consultation can be face to face or phone (I do travel up to 30-50 miles to clients)
Fill out new client packet that helps to capture client information
Download of taxapp for secure transmittal of tax documentation and creation of client profile within tax software
Can provide estimates before filing
What education and/or training do you have that relates to your work?
Tax preparation and certifications
Do you have a standard pricing system for your services? If so, please share the details here.
We service students, individuals and corporate clients. Each has a different price point.
New clents get $25 off
$25 for each accepted referral
How did you get started in this business?
Franchise Partner
What types of customers have you worked with?
Students, Individuals and Corporations