We go to the client.
We treat our clients like family.
I love problem solving and working with numbers.
While understanding the challenges of doing business in a pandemic, I was still very concerned about conducting business virtually with a tax preparer I had never met. But as the filing deadline drew ever near and my health and safety concerns remained, I decided to take the virtual route. Joseph was extremely responsive, prompt, and reasonably priced, completing my return in less than 24 hours from our initial communication. I truly appreciate his allaying my concerns and making the process simple.
Interviewing the client and creating a plan to serve their specific needs.
I am a CPA with a corporate and public accounting background. I have experience in multiple tax software programs and every version of Quickbooks.
$70-110 for a 1040. Senior returns will be lower than $70.
For business returns, its a case by case basis.
Bookeeping and write up services are also a case by case basis.
I love working with numbers, solving problems, and helping people.
All types of customers: small businesses, large businesses, as well as perosnal ckients from every walk of life.
Find a tax professional that you trust and has your best interest and not theirs.
How they want their taxes handled.