About
For over 30 + years we interview our clients to further understand their needs, and probe to examine the possibilities of additional tax saving credits. We study and research laws to assure no issues will be left off your taxes.
I love to help people learn the IRS is not the enemy. I educate individuals on the rules to attain the most of the return by utilizing the tax credits availble by IRS. I am passionate about educating others and planning them for a favorable future of returns.
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Reviews
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Jared P.
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Robert R.
Gladys M.
Frequently asked questions
What is your typical process for working with a new customer?
Phone interview, then send questionaire; we request 2 years of taxes
Review the questionaire, and set appointment to go to your home, or come to my home office. We work with Engagment Letter agreements before services are rendered.
Further probing questions to seek additional tax credits (require documentation)
Complete Taxes / invoice/ Sign Form 8879 / Efile
Alert Tax Payer of Deposit Date to Deposit into account
What education and/or training do you have that relates to your work?
Work with IRS as Trainer from 2009 to 2015
Trained VITA volunteers
Annual Education on Tax Updates
Over 30 years of tax experience
Specialize in Small Businesses
Business Analys (Lean 6 Sigma Black Belt Certified / Certified 6 Sigma Champion)
Do you have a standard pricing system for your services? If so, please share the details here.
Range for Basic Taxes $145 to $285
Small Business Taxes 1040 with Sch C - $345 additional Sch C $155 ea
S/C Corp - $450 to $600
1065 - $425
Trip Chage to Clients home $25.00
Business Consult - $ 85.00 per hour.
How did you get started in this business?
Studied Life Insurance and Annuities and it all lead back to IRS tax code. I am a broker and Tax Consultant for over 30 Years. They both work together for the benefit of the clients- My mission is to help clients pay less taxes, and set aside more for their retirement.
What types of customers have you worked with?
From Individuals to Small Businesses with over $500,000 in revenue.
Small businesses in trouble and serve as consultant and have revealed the did not owe money, but that they were due a refund.
Describe a recent event you are fond of.
Always experiencing correcting other preparers mistakes, or lack of probing for allowable credits.
What advice would you give a customer looking to hire a pro in your area of expertise?
Interview them and lete them know your outcome desired. Make sure they are registered with the IRS, and ask them their error ratio for the past 5 years.