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...

Consistent, honest, done right Helping people

I like to get buy in for clients on their returns.

Formally established in 1987, BANCOR FINANCIAL SERVICES is the culmination of over 35 years of real life practice in providing outsourced CFO work and accounting service to small and medium size businesses. With its corporate offices in Pasadena, BANCOR FINANCIAL SERVICES alleviates the burden most small businesses owners feel by freeing them of the need to handle their accounting in house.

I HELP AND TEACH MY CLIENTS THE WHY AND HOW IS THEIR MONEY WORKING FOR THEM IN TERMS OF TAXES. I LOVE TO SEE MY CLIENTS FACES WHEN THEY SAY "WOW, I DID NOT KNOW THIS. THANK YOU FOR TEACHING ME"