About
My first job as a sixteen-year-old junior in high school was a Jr. Bookkeeper. I was very fortunate, my boss was a single mother of two boys. She understood how important a tax refund was to many of her clients. She taught me some valuable life lessons that I was later very grateful for. I am meticulous about helping every client. I take the time to find out each client's unique situation to maximize every dollar by putting forth the effort in researching every possible credit and deduction they are entitled to.
I thoroughly enjoy helping relieve others of the worry and stress that finances can often cause, especially at tax time. I enjoy teaching people how to benefit from taxes. What I love most about this work is making it a positive experience for my clients. An experience that makes a difference in achieving their goals all year.
Highlights
Reviews
MATT W.
Craig Q.
Frequently asked questions
What is your typical process for working with a new customer?
I do my best to ensure flexibility, good communication, and convenience are a fundamental part of the process getting to know a new client. Getting to know each individual unique situation is key to understanding how I can assist you. I believe it is crucial to have a good fit. I strongly believe the best interest of every individual person or business is what matters most. If I am not a fit for a potential client, I will gladly refer them to someone within my network that would better fit the needs of the client.
What education and/or training do you have that relates to your work?
Do you have a standard pricing system for your services? If so, please share the details here.
Every client is unique in their personal and/or business needs; therefore, pricing is tailored to fit them. I will provide the client with options after consulting and assessing their individual situation.
How did you get started in this business?
One of my very first jobs, a Jr. Bookkeeper in a small tax office is how I started. I was a sixteen-year-old in highschool with the ideology that I could fake it til I made it
What types of customers have you worked with?
I have worked with Carpet Cleaning Companies, Development Companies, Upholstery Shops, Third Party Motor Vehicle, B2B Technology Lead Generation, Staffing Agencies, Bars and a plethora of individual people.
What advice would you give a customer looking to hire a pro in your area of expertise?
For anyone looking to hire a professional for any reason, I would suggest taking the time to speak with them. It is important not only that a hired professional is qualified in their trade, but also that their philosophies align with the person hiring them. Make sure to hire a person who is capable of fulfilling the need as well as exceeding your expectations.