Offers online services
About
Tax preparation services for 19 years. My clients also have to opportunity to gain hold of tax planning to save money.
Highlights
Hired 2 times
6 years in business
Serves Petaluma , CA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
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NC
Nancy C.
Rochelle helped me get current with my taxes and did so with expert knowledge and followed-through. She is very capable and you will be in good hands. Thank you, Rochelle.
April 25, 2020
RM
Rochelle M.
Excellent one on one person to person contact
April 09, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Skills with interpersonal relationship building that develops a good business perspective.
What education and/or training do you have that relates to your work?
Professional license certified boned and registered tax preparer
What types of customers have you worked with?
Over 130 tax customers
Services offered
Wills And Estate Planning
Legal Document Preparation
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll