Tax Time
About
I have been doing taxes for thirty four years, both as a leader in various "Big Three" offices, and on my own. I have been an instructor and keep up with the changes in the laws.
I strive to give personal service for both your personal and business returns. I keep in touch with clients to help them all during the year.
I enjoy being able to get to meet new folks, not just clients but possible friends. I want to be able to keep my clients away from the audit side of taxes
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
I make time to get to know my clients their present situation and their dreams help me to be able to offer good advice
What education and/or training do you have that relates to your work?
I am working on my Enrolled agent status to let me serve my clients better.
i have gotten my credentials each year since 2014 to get my AFSP certification, so my clients are assured that I am up to date on all the legal ways to save money.
Do you have a standard pricing system for your services? If so, please share the details here.
My pricing system follows the guide lines of other tax preparation services. The pricing is centered on the complexity of the return.
How did you get started in this business?
I started like most tax preparers that have been around a long time. At the kitchen table. It spread from there now I can do tax returns like any of the "Big Three" chain companies.
What types of customers have you worked with?
I work with all types of customers. It's my responsibility to get the information I need...whether from a thumb drive or a paper bag full of receipts.
What advice would you give a customer looking to hire a pro in your area of expertise?
The IRS publishes a list of commandments for tax payers. I recommend that customers read that and bring a list of questions for me.