About
my customer service is very important to me because it is my reputation. I treat everyone like family. I'm here to be an advisor and counselor for financial issues.
Highlights
Reviews
james P.
Frequently asked questions
What is your typical process for working with a new customer?
zoom or in person meeting, questionaire, review previous year's tax return and receive the supporting documents. Signing can be electronic or in person.
What education and/or training do you have that relates to your work?
30 years of tax preparation, yearly continuing education and accounting classes at junior college. Run my own tax prep busienss for 29 years plus I have done temporary work at H&R Block, Jackson Hewitt and worked at the Franchise Tax Board doing desk audits.
Do you have a standard pricing system for your services? If so, please share the details here.
Starts at $95 then each additional schedule is charged from $5 to $65 each depending on the complexity of the schedule. Schedule C - Sole Priortorship $65.00; Schedule E $35.00; Schedule SE $25.00; Schedule A & B $15 each; etc.
What types of customers have you worked with?
Individuals, small home based businesses (daycares, home repair, etc) small businesses with a couple employees, Trusts, LLC and Partnerships.