About
We are an IRS Enrolled Agent tax service with over 30 years experience combined. We offer in-person meetings or remote preparation.
Helping clients accomplish their goals.
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Dr. B.
Frequently asked questions
What is your typical process for working with a new customer?
I offer free consultation for all financial services (i.e. Retirement Planning, Tax Preparation, Investments, Life Insurance, Medicare planning.)
What education and/or training do you have that relates to your work?
We are an IRS Enrolled Agent tax firm with over 30 years of combined experience.
Do you have a standard pricing system for your services? If so, please share the details here.
Each return is unique in pricing based on time involved to prepare, however, we are up front with our pricing so you know what you are spending before we start with your case.
What advice would you give a customer looking to hire a pro in your area of expertise?
You should be looking for the value you are receiving for services. We are open and available year round to serve you, not a "tax-season" only type firm.
What questions should customers think through before talking to pros about their needs?
Pricing is not the only thing that should motivate you to hire a tax pro, most importantly is will they be done correctly!