I am CTEC Certified and have a Master's Degree in Accounting. I specialize in Tax Resolution, tax preparation, Quickhbooks, and getting the job done.
The customers and creativity with tax law.
I just can't say enough about Sharon..Her work is impeccable! She is professional and humble and is sooo great to work with. She's found a long term customer with me and I've renamed her my accounting tax fairy!!! She's magical!!!
Getting to know the client by asking key questions to find interests. This usually breaks the ice and generally helps with the client trusting me resulting in a more transparent return.
MBA in accounting, CTEC Certifications, many tax courses and seminars attended. The best education has been the experience gained by preparing taxes and working in CPA firms.
Minimum $175 per return and the price increases by complexity.
Volunteering at the VITA centers for tax preparation.
Individuals, partnerships, S Corporations, Sole Proprietors.
Working at the client most recent CPA Firm, Fitzpatrick & Tucker. The experience and knowledge gained there was incredible.
Make sure you feel comfortable and able to ask questions without having to pay for every minute engaged.
Analyze their financial situation and seek information as to sheltering income from taxation.