I provide year-round tax preparation and tax planning. For my small business clients, I additionally provide bookkeeping services to ensure a streamlined process when tax season starts.
I provide complementary tax preparation services for the dependent children of my clients.
I have been an active Tax Preparer since 2001 and an active bookkeeper since 2003.
You can learn more about me on my website.
I really enjoy the stress relief that I provide for my clients. Everyone has a different skill set. I thoroughly enjoy tax work and bookkeeping...a lot of people hate it. The sheer joy that is exrepssed to me when I complete tax work and get my client's books in order makes it worth it.
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Telephone or In-person Interview. Depending on the client, we set up a time to meet or I set up a secure FTP for the client to send me electronic documents.
I have been doing tax preparation since 2001, and I hold a BS in Mathematics. I have been doing Bookkeeping and Tax Preparation for small businesses since 2001.
Tax Preparation is tough to price because a lot depends on how much data needs to be input, and how much research I need to do into the past. My services for individuals start at $145 for basic services, and can range up to $499 for a more complicated return. My Tax Prep fees for individuals average about $275. Business returns are quoted on as case by case basis. My fees do include Federal, One State, and e-filing.
My bookkeeping fees are $45/hour. Services include account reconcilation, Accouts payable, Accounts receivable, data entry, and monthly or quarterly reports.
I discovered how much I enjoyed tax preparation when I was laid off from a sales job. I took a preparation class to get some work while I looked for a full time job. And..wow..just found a new job! LOL
A couple years later, I opened a brick and mortar business and discovered how much i really enjoyed the bookkeeping and financial data entry. Since I alerady knew taxes, it was pretty fun to see how the day to day operations affect and were affected by the bookkeeping.
All Kinds!! I specialize in bookkeeping for Real Estate professionals and Rental Property owners. That does not in any way pre-clude me from working with other small businesses.
Never forget to put a value on YOUR time! Think of how much time is "costs" you to do your account reconciliation, pay your bills, and just keep on top of your books. I can guarantee you, it takes me a fraction of the time it takes you! So as soon as you start thinking about how much a Pro costs...think of much time I can save you to work ON your buisness instead of IN your business!