PC Tax & Financial Services
We offer in-person and virtual tax preparation services (individual & business), bookkeeping and full-cycle business payroll & tax services. We have over 15 years of tax knowledge and expertise and 20 years of payroll experience.
We don't just prepare your taxes in-season, we are available year-round to answer tax-related questions and help you get ready for the next year.
I enjoy educating clients about taxes. Tax law is complicated and every changing and I offer simple explanations to help clients understand how the various laws apply to their tax situation.
Frequently asked questions
What is your typical process for working with a new customer?
My typical process is to get to know a new client and their tax history. Aside from the basics about their tax filing, I ask whether they have previously received a refund, or if they had a balance due. If they had a balance due, my goal is to develop a strategy to help them reduce their balance.
My goal is always to be as helpful as possible and educate the clients about the various ways they can reduce their tax burden. .
What education and/or training do you have that relates to your work?
I have a a bachelor degree in Business with a concentration in Organizational Leadership and am completing an Executive MBA in May 2022.
I am a California Certified Registered Tax Preparwr (CRTP) and an IRS Annual Filing Season Preparer and Airhorized E-File Provider. I believe in continually advancing my tax knowledge and expertise. I am currently studying to pass the IRS Special Examination for Enrolled Agents. I will begin taking the 3-part exam in June 2022.
Becoming an Enrolled Agent will allow me to represent taxpayers before the IRS during audits and in resolving tax debt. Currently, my status as a preparer allows me to only represent taxpayers for returns that I have prepared and signed.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing varies based upon the complexity of your return. I also offer referral bonuses, returning clients, student, senior citizen, and young adult/ dependent taxpayer discounts.
How did you get started in this business?
I started preparing taxes for friends and family who has tax trouble almost 20 years ago. They kept referring more people who needed assistance with understanding tax law changes and how it affected them, so I decided to officially start a tax prep business.
What types of customers have you worked with?
I prepare all types of individual and business returns, including Partnerships, S-Corp, C-Corp, and Non-profit returns.