About
As a CTEC Registered Tax Return Preparer (RTRP), my clients enjoy a pleasant experience by educating them in the tax laws and simplifying the task. I can ensure my clients that we use all appropriate adjustments, deductions and credits to keep all tax liabilities to a minimum and tax refunds maximized.
As a tax professional, helping my clients deal with their taxes is very rewarding and gratifying. My clients trusted me with their most confidential financial & personal information because I have been doing tax preparation since 2007.
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Mary L.
Frequently asked questions
What is your typical process for working with a new customer?
FIRST OF ALL, I ALWAYS THANK A NEW CLIENT FOR HIRING ME AS THEIR TAX PREPARER. I WILL START THE INTERVIEW PROCESS ABOUT THEIR TAX SITUATION AND SEND BY EMAIL A TAX QUESTIONNAIRE TO FILL UP TO SIMPLIFY THE PROCESS SO THEY KNOW WHAT DOCUMENTS TO SUBMIT. AND FROM KNOWING THEIR TAX SITUATION I CAN ASSESS BY THEN HOW LONG WILL I DO THEIR TAX RETURN.
What education and/or training do you have that relates to your work?
I HAVE A BACHELORS DEGREE MAJOR IN ACCOUNTING AND I AM A REGISTERED TAX PREPARER WITH THE CALIFORNIA TAX EDUCATION COUNCIL (CTEC).
Do you have a standard pricing system for your services? If so, please share the details here.
FOR VERY SIMPLE TAX SITUATION, MY MINIMUM CHARGE IS $250. AND FOR COMPLICATED TAX SITUATION IT STARTS FROM $300 TO $1,500.
How did you get started in this business?
I STARTED THIS BUSINESS WITH MY HUSBAND IN 2007. I WAS HELPING HIM WITH THIS BUSINESS ON A PART-TIME BASIS ESPECIALLY TALKING TO NEW CLIENTS AND INTERVIEWING THEM AND LETTING THEM KNOW THE PROCESS AND DOCUMENTS TO BE SUBMITTED AND DO ALL THE PENCIL PUSHING ESPECIALLY THE BOOKKEEPING OF OUR BUSINESS CLIENTS. WE SPLIT DOING TAX PREPARATION ON A 50-50 BASIS. BUT IN 2014 HE GOT VERY SICK SO I HAVE TO TAKE OVER THE BUSINESS AND HE PASSED AWAY IN 2016. NOT TO BRAG ABOUT IT, IT'S A BREEZE FOR ME TO DO TAX PREPARATION WHETHER IT'S A BUSINESS OR INDIVIDUALS. THIS IS A PASSION THAT I HAVE, EVER SINCE I WAS A CHILD. I LOVE TO TALK TO PEOPLE AND FIGURES ARE MY FOOD. HONESTLY, I TREAT MY TAX CLIENTS AS FAMILY.