About
I am professional tax accountant with over 5 years of experience. I pride myself in helping my clients save money on taxes and getting them the maximum refunds allowed legally. Each client situation is unique and I treat it as such, I always dig as deep as possible to get my clients all the deductions they deserve.
I enjoy helping people, I love seeing the smile on my client's face when I tell them either all the money I can save them or all the money I can get them back. I love making my clients happy!
Photos and videos
Reviews
Michelle S.
Steve M.
Frequently asked questions
What is your typical process for working with a new client?
Consultation - to understand the clients need to better service them. Consultation is free.
Offer - after understanding the client needs and wants, I prescribe a the solution that best fits the client needs.
Onboarding - one client and I agree with the terms of the service (s) I will be providing. I get to work.
What education and/or training do you have that relates to your work?
BA and AA in accounting, Certificate of Accounting Specialist, Certificate of Business Specialist and Operations.
Do you have a standard pricing system? If so, please share the details here.
I do value base pricing.
What types of customers have you worked with?
I work with both individuals and businesses with a focus on Law firms and Real Estate Bokerage.
Describe a recent event you are fond of.
One of the most recent event that I'm very proud of is that I've recently saved a client over $12,000 in taxes. That's 12k that they didn't have to pay Uncle Sam this year.
What advice would you give a customer looking to hire a professional in your area of expertise?
i would advice any customer/person looking for professional accounting and tax help to educate themselves at least about the basic things. And not to just rely on the cheapest price to make a decision, because the cheapest accountant could become extremely expensive due to them not getting things done accurately and on a timely manner.