Efficient, Timely, Detailed and Accurate.
When my clients are happy, it makes me want to do more.
I have been a CPA over 15 years and I totally understand my role as the CPA, Auditor or Tax Professional.
Please check out my websites:
You can also check me out on Linkedin.
Very professional, knowledgeable, and prompt. I will use him again.
He was awesome to work with!
Quick response. Took time to understand my tax issue.
Great team. Thanks Norbie, you don't really realize how happy I am meeting you. I have now more free time for my family. I don't have to worry about my accounts or my tax filing. Cheers everyone. You're doing a great job,
I sit down with the potential client, identify and evaluate their needs then I come up with a suggested process and plan of action. My clients finalize it with me.
CPA and MBA
None for the most part, What is important is the services have to be identified first and all processes established clearly with the client. My fees are very reasonable.
Im a Certified Public Accountant. I was a CFO and a Financial Controller for various companies here in the Bay Area. I also have over ten years of serving the Non Profit industry. Years ago, I started representing clients for IRS audits thru my Tax Resolution company and saved clients millions of dollars.
All types of Individuals and all kinds of Businesses.
Their processes, financial reporting needs, what potential savings they can achieve, what potential tax savings current and future, are their financial in line with their short term and long term goals, are their companies structured correctly...to name a few.