About
I have almost 20 years of experience assisting clients with individual tax prep, business planning, quickbooks, business tax prep, and general tax planning. I evaluate the client’s need from a holistic viewpoint and provide efficient, fairly priced service.
I love helping people!
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Mary P.
Richard G.
Frequently asked questions
What is your typical process for working with a new customer?
I work from a home office. I sometimes will meet clients in their home. I also have a secure portal through which documents can be traded so many clients elect to use the portal for efficiency. I review all documents, prior year returns and ask questions via email so we have a written record. Most of the finalizing paper work is handled digitally.
What education and/or training do you have that relates to your work?
I have a JD with tax emphasis and am a licensed attorney in GA. I have a masters degree in tax. I have a CPA license in VA, GA, and FL.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing depends on complexity and scope of work.
How did you get started in this business?
I took a tax class after my father passed away because he left a complex state of affairs. I fell in love with tax immediately and pursued it as a career after that point.
What questions should customers think through before talking to pros about their needs?
They should be able to give a good overview of their income and business dealings.