About
Our certified Tax Preparers are well trained and stay current with Federal and State laws and regulations for an accurate tax filing, Our friendly and reliable professionals will assist you in maximizing your itemized deductions and exemptions that exceeds your expectations.
I love meeting new people and assisting them to meet their needs. With the laws and regulations changing every year in the Tax industry easing the stress for my clients is my first goal. Maximizing the time to prepare their Tax Return as expeditiously as possible to meet the demands of this process.
Reassuring my clients are in the best hands brings me great satisfaction in this industry.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
My process is first getting to know my clients by sharing who I am. Then I ask needed questions about the client and all members included on the Tax Return.
I ask for a copy of their prior year Tax Return to assure that all information remains consistent and accurate each year to ensure a timely and successful filing.
I have a questionaire of customary required questions needed by the IRS about their jobs and or business to assure we include all
What education and/or training do you have that relates to your work?
I Am a Certified Educator and Trainer for 25+years
I have been preparing individual and business Taxes for 10years in Texas. When relocated to California I received my CTEC California Tax Education Council License in 2016. I have completed all of the required Annual Continuing Education Hours for Federal and California Tax Preparer
Do you have a standard pricing system for your services? If so, please share the details here.
Rates start as low as $150 for Tax Returns requiring only your W'2s or 1099.
The rates increase based on the time spent and additional itemized priced forms that may be added to your Tax Return based on the new IRS requirements.
Clients may occur additional fees if they prefer not to pay for their services upfront and choose to use the 3rd Party Approved Bank which additional fees will occur.