About
The company is a bookkeeping and tax preparation business. I also can assist with naturalization immigration packages, guidance, and overview of finances for the year and what could be expected next year in terms of tax preparation and financial maintenance for small business owners and those who are self-employed. Provide the maximum credits and adjustments for individual tax returns clients to name a few. Educate my clients on what their finances mean and how to maximize current and future year.
When I am able to get my clients a refund I know they need.
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Reviews
LOUIS S.
Nathanael
Tiffany G.
Frequently asked questions
What is your typical process for working with a new customer?
Intake form needs to be fill out to acquire all basic information.
I move on to interview my clients to see how was the past year, financial status lifestyle and what the client is looking for the following tax year.
Based on the information provided I process taxes and provide the best advice on what they can do to improve for next year, or if they are doing good so far.
What education and/or training do you have that relates to your work?
Bachelor's in criminal justice
Working on bachelor's in accounting have one more year.
20+ years in bookkeeping, 3 years in tax preparation, 5 years running my own business, 6 years in banking.
I am up to date with all of the IRS education requirements
Business is certified and approved by the IRS to Efile
Business is up to date and active on Sunbiz.org
Do you have a standard pricing system for your services? If so, please share the details here.
1040 Form: 99.99
Schedule C Business: $145.00
Bank Fee: $ 56.95
Electronic Filing: $50.00
Retainer $50.00
Bookkeeping: $1,500 if needed for the entire year one bank account to audit.
Any additional forms and worksheet to complete taxes is $10.00 each form.
Discount: $25.00 for all new clients