Expedition Tax And Insurance Service
About
Your eyes would be opened if you sat in our office and watched the procession of "successful" and "struggling" business owners meeting with us over their tax and accounting situations -- and watched how their hearts are activated. Sometimes the "most successful" clients can be the most impoverished ... and those without many zeroes in their accounts can be flat-out rich.
"Success" is a state-of-mind -- and it's tied to gratitude. It affects how you see sales, savings, retirement, the local marketplace, and investment. And, of course, gratitude is the enemy of fear. It's like an opposite magnet for it -- walk in gratitude, and fear just melts away.
Over 20 years experience and love what I do. I love my clients because they are the oxygen to the business:)
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I’m like a human money detector and always love to find money from prior years from another tax firm’s Work . 1040X or state tax correction. Suggest you bring copies from prior years to take a peak and it’s free to review 💰💰💰💰
What education and/or training do you have that relates to your work?
IRS RTRP License
California Ctec
IRS PTIN
20 Years in the industry
Do you have a standard pricing system for your services? If so, please share the details here.
Range $85 and max $505
How did you get started in this business?
1993 with my Father who still to this day is still preparing Federal and State income taxes🙏
What types of customers have you worked with?
We are a mega tax firm with over 2,000 clients. We deal with so many tax situations or complex reporting.
What advice would you give a customer looking to hire a pro in your area of expertise?
WWW.irs.gov
https://www.ctec.org/
verfiy tax pros on education and compliance status with California or IRS👌