Offers online services
About
Providing Exceptional Service with ease of online document upload and zoom meetings at the client’s convenience.
Helping individuals and business make sense of the new tax laws and proper planning for tax savings strategies.
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RS
Roxanne S.
Professional, very thorough and great at advising on more complex scenarios. It is so nice to work with Lori, as she eases the process and provides peace of mind.
February 25, 2019
Frequently asked questions
What is your typical process for working with a new customer?
Onboarding process:
1) A phone call to discuss needs.
2) Via Email Secure Upload Link and Organizer
3) Customer Uploads Documents and Organizer
4) Preparation of Return(s)
5) Zoom meeting with Customer to review Return.
6) Link to pay Invoice via Checking Account or Credit Card
7) Digital signature and E-file of return.
8) Final and Accepted copies of return sent via secure link for download.
Easy - Simple - Efficient - Customer’s Schedule!
What education and/or training do you have that relates to your work?
I’m a CPA with over 20 years of experience and hold a Masters of Finance.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting