About
"Providing Large Firm Quality with Small Firm Attention"
I try to make my clients feel at easy when dealing with their financial needs. I will keep them in balance and leave with a smile on their face.
I double check every service that I provide to ensure accuracy and my instructions are in plain english.
So let's work together to meet your needs!
Each engagement is a new challenge that keeps the work interesting.
Photos and videos
Reviews
Erik P.
Janet B.
Frequently asked questions
What is your typical process for working with a new customer?
I like to meet a client at least once either in person, over the phone or by chating or video messaging.
If you come in person, you'll get to enjoy my Hershey Kisses and be greated by Sandy.
What education and/or training do you have that relates to your work?
BBA, Cum Laude, School of Business, University of MA, Amherst
MSBA, ACCOUNTING CONCENTRATION, School of Business, University of MA, Amherst
COMPLETES OVER 40 CPE HOURS PER YEAR IN CONTINUING EDUCATION CLASSES AND WEBINARS.
Do you have a standard pricing system for your services? If so, please share the details here.
My fees are based on time and type of work performed. Unorganized information or not responding to my requests timely increase the fee.
How did you get started in this business?
I started right out of college, working nights and weekends serving my clients until I received my CPA License and opened my firm on a full time basis.
What types of customers have you worked with?
Individuals, young, middle aged and older, either employed or retired. I helped some college students with obtaining their maximum tax refunds.
I also help clients who need Federal or State Tax Resolution Services, which try to reduce the amount of taxes owed over several years when payment of these taxes would pose a hardship to the taxpayer.
My business clients ranging from $ 50,000 to $ 4,000,000 in sales, setting up their accounting, summarizing and analyzing their information, preparing their payrolls and tax filings and offering advise when asked.
I also help Nonprofit and Religious organization with accounting and reporting services.
Describe a recent event you are fond of.
I appreciate when a client sends me a "thank you" note with their invoice payment or when the write a review on any of my advertising outlets and of course, my website as well.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure they are a licensed professional.
What questions should customers think through before talking to pros about their needs?
Being as detailed as possible.