About
Outstanding client experience elevating customer service in tax preparation, business & personal finance. Holistic integrated tax planning approach.
Making a difference each day is what I enjoy about the work I do. Coming along side and helping others, as an important resource.
Specialties
Industry
Annual income
Accounting needs
Accounting for
Photos and videos
Reviews
Carol L.
Keiko K.
Celeste D.
Kim
Allison
David R.
Frequently asked questions
What is your typical process for working with a new customer?
It is a comprehensive process as follows; many questions to first review, understand, Identify need(s), gather data, evaluate, analyze, recommendations, implementation, feedback, monitor.
For taxation purposes 2 critical steps; 1. I need more information to get your quote 2. On boarding for new client(s) take a little more time? It’s for your best interest at heart. Expect fully remote tax preparation services. A copy of the last tax return filed and the tax forms are needed. A tax organizer will be provided for you, easy step by step procedure to follow. Due diligence and compliance is key to success, tax returns both individual and business.
More important if you recognized needing help? then be in a better place with a holistic strategic financial coaching approach to tax planning and preparation,
In conclusion; expect many, many questions so to confirm and verify information. Help me help you understand your unique situation, in return, the review process and recommendation generally will enhance your financial well being, quality of life, and happiness. My goal is to come along side and elevate peace of mind.
We are all in this together, many parts but we are one,
Frankel
What education and/or training do you have that relates to your work?
I am a credentialed tax preparer professional. More important I believe in the continuous improvement process. Pursuing improvement through education and training, related to helping clients achieved their short and long term goals.
Do you have a standard pricing system for your services? If so, please share the details here.
Industry standard credential tax preparation fees do apply...
How did you get started in this business?
I discovered that I find great satisfaction coming along side helping and making a positive difference with my clients...to a better tomorrow, a brighter future.
What types of customers have you worked with?
Various customers who knows they need help...
Describe a recent event you are fond of.
Uncertainty of the future for example the unprecedented times in the USA due to Covid-19. Being able to provide a sense of hope by helping get things done and be better off at the end of the important process is very rewarding...
What advice would you give a customer looking to hire a pro in your area of expertise?
Hire someone who asks many, many, many questions so you know that person cares and dedicated to understand your uniques situation.
What questions should customers think through before talking to pros about their needs?
Must recognize that they need help, and willing to go to a standard process to make sure properly taking care of.