About
Reviews
Bob C.
Blake C.
D. H.
Sandra M.
Frequently asked questions
What is your typical process for working with a new customer?
I prefer to have an initial phone consultation to learn more about the unique tax scenario of my future client. From there, I utilize a secure client portal to communicate with my clients and provide them an environment to upload their documents without the hassle of bringing them to the office. I am available via face-to-face meetings, phone, text, email, and carrier pigeon if my client so desires.
What education and/or training do you have that relates to your work?
I am an Enrolled Agent, licensed to practice before the Internal Revenue Service (IRS), and have been preparing tax returns since 2015.
I earned my Bachelor of Science in Criminal Justice and have a Master of Science in Economic Crime Management and a Master of Science in Fraud & Forensics. I am also a Certified Anti-Money Laundering Specialist (CAMS) and a Certified Fraud Examiner (CFE).
Do you have a standard pricing system for your services? If so, please share the details here.
I bill hourly for my professional services and my rate is $360/hour. I bill based on the time spent on the account so it is best to have me review the past year's tax return in order to provide an estimate of how much time I would need to spend on the current year's tax return.