Every client stands out for me. I never assume that one situation is the same as any other. I focus on each client individually, and I seek to meet their personal needs and assist them in attaining their goals.
I am also a Annual Tax Season Program Certified Preparer. That means I put extra effort preparing for the tax season and catching up on the latest tax changes. It also means the IRS holds me to hire standards, and I can contact them on behalf of my clients.
I love knowing that I have made a difference in someone else's life. Even if that difference was something as simple as taking the worry out of tax preparation or giving them an idea that helps them work less and spend more time living their lives, I know that someone's life is a little bit better because I took the time to care about their situation.
Good service very professional
She is very organized, very detailed on her work, hard working, and is always will to help to accomplish a job.
Great costumer service, got in contact with me fast, gave me great advice. Definitely recommend.
Depending on the services required, we would have an appointment for the service(s) to be done or started. Consultations can be done in person or remotely. I like to have a clear understanding of the client's expectations before I start any project.
I have an educational background in business and accounting. I have extensive experience in finance and banking and have been a tax preparer for over 10 years. I also have business experience as a successful business owner, several times over. I have been working as a bookkeeper for more than 5 years.
2018 Tax preparation is $175 for Individual (no Schedule C), $325 for Individual with Schedule C, and $600 for Business (1065, 1120, 1120S) filings.
Bookkeeping services are based on different packages based on your circumstances. Payroll services and additional tax services are extra.
Coaching and Consulting services are available, and the rates depend on the client's needs and expectations.
Translations (English/Spanish or vice versa) are $35 per page.
Document preparation rates are dependent on the client's needs.
I work with US citizens and non-citizens alike. I work largely with business owners and self-employed individuals. I provide services in English and Spanish.
If you are looking for a tax preparer, ask them if they have a PTIN, as not all are registered with the IRS as tax preparers. You have options, look around for someone with whom you are comfortable.
If you are a contractor, self-employed or a business owner, you should have a list of all your business or work-related expenses, including things like uniforms, tools, mileage for your vehicle and supplies. Also, have a list of extraordinary expenses like home repairs, medical expenses (including premiums if you pay for it on your own) and bring all tax documents even if they just say "Retain for your records."