About
I like helping people figure out their financial situations, get organized, set themselves up for success. I start by doing your taxes but we get to know each other.
https://www.linkedin.com/in/sally-morse-9228122?trk=nav_responsive_tab_profile
Numbers are my friend. That isn't the case for lots of people. Doing someone's taxes is the first step is understanding a personal financial profile. From there I can see a path to personal and / or business success and I try to help people achieve their goals.
Reviews
Kirill G.
Orit Gugenheim K.
sarah N.
Mat F.
Frequently asked questions
What is your typical process for working with a new customer?
I send an organizer guiding client what to collect. I have a secure document portal for you to upload documents to me. I stay in contact electronically, ask questions, and provide draft for review before filing. Upon approval and payment, I e-file and provide your copy after acceptance by tax agency.
What education and/or training do you have that relates to your work?
MBA in finance
5 years as company controller
20 years in underwriting (banking)
10 years doing tax prep work for individuals and small businesses