Larry The Tax Man

I try to establish a personal relationship with my clients. The more I know about may clients, his or her business, and family situation, the more I become not just a Tax Preparer, but a Financial Advisor. I owned a successful business, employing up to 40 people, for over 20 years. So I can help my clients who are just starting out or ones who need mid career corrections. When it comes to Business Preparation I am knowledgeable on the various accounting programs that you might use-Quicbooks, Xero, or Wave. I can also prepare business tax returns from clients who perform their accounting on Excel spreadsheets or Google documents. I attend many seminars and listen to many webinars during the year to keep up-to-date on the latest tax happenings. Because of my years of experience, I have many resources to fall back upon when confronted with a difficult issue. I have extensive experience working with clients who have not filed tax returns for many years. I run interference so they do not have to talk directly with the IRS. Being helpful to my clients. I am available all year for anything that comes up outside tax season. I also learn a lot from my clients from their experiences. I am proactive with my clients especially when it comes to explaining why they owe so much money after the tax return is completed. They want answers and I supply them with the answers they need to tax plan for the next year. Many of my clients become friends because I stay in contact all year not just during tax season. I have a 90% retention rate of clients from one year to the next. I utilize AI whenever I feel it can benefit my client.