Succentrix Business Advisors
About
We focus on your needs and goals. You're not just another client to us. If we serve you well, our business grows... Visit our website below for more info.
https://www.succentrixcentralalabama.com/
I help people navigate the complexities of the income tax system. I specialize in Small Businesses, Farms, and the uniques issues relative to Military families.
I love to help small startup businesses grow into the business of your dreams.
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Frequently asked questions
What is your typical process for working with a new customer?
I like to have a face to face meeting or telephone conversation to see if we are compatible in meeting your needs. I value quality relationships over quanity in clients. Your success is my success.
What education and/or training do you have that relates to your work?
20+ years Experience preparing Business and Individual Income tax.
40 years experience in Business Managment and Operations
Former AF enlisted member and Officer
Retired Federal employee
Business Mgt Degree Troy Univ 1983
Do you have a standard pricing system for your services? If so, please share the details here.
Each persons needs are different. Pricing is based upon the complexity of your situation. Expect a minimum charge of $225 for a simple federal return.
How did you get started in this business?
I had done a lot of tax assistance for military members thru the VITA program when I worked for the government.
When I retired, I wanted to do something to help others and stay active using the experience I've gained over the past 40 years.
I started my business by helping a friend with her tax business in early 2013 and bought it when she retired for health reasons later that year.
What types of customers have you worked with?
Small Businesses, Farms, Military Families.
Individual taxes, Partnerships and Corporate taxes.
Small Business Accounting and Payroll.
Business Managment Advisory Services.
Tax Planning.
Describe a recent event you are fond of.
I helped a client resolve a 10 year tax issue and reduced their tax bill by thousands of dollars.
What advice would you give a customer looking to hire a pro in your area of expertise?
Business and personal finance is more than just filing tax returns and bookkeeping tasks. Find someone you are comfortable with who has experience, training, and the heart of a teacher. You'll be glad you did.
What questions should customers think through before talking to pros about their needs?
What experience and training does the professional have?
Do they participate in continuing education requirements?
Are they familiar with your specific situation?
Are they available all year long for questions and advice?
Can they help with Proactive Tax Planning?