About
We go to the client.
We treat our clients like family.
I love problem solving and working with numbers.
Highlights
Photos and videos
Reviews
Richard W.
Andrea H.
Frequently asked questions
What is your typical process for working with a new customer?
Interviewing the client and creating a plan to serve their specific needs.
What education and/or training do you have that relates to your work?
I am a CPA with a corporate and public accounting background. I have experience in multiple tax software programs and every version of Quickbooks.
Do you have a standard pricing system for your services? If so, please share the details here.
$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.
How did you get started in this business?
I love working with numbers, solving problems, and helping people.
What types of customers have you worked with?
All types of customers: small businesses, large businesses, as well as perosnal ckients from every walk of life.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find a tax professional that you trust and has your best interest and not theirs.
What questions should customers think through before talking to pros about their needs?
How they want their taxes handled.