About
At EZ Tax Planning our service stands out by working closely with clients, helping them find ways to keep their taxes as low as possible. I am easy to get in touch with. With rare exception I return calls the same day. I also make sure that my clients understand what is in their tax return and why.
I enjoy working with people and therefore my clients are very happy with the work I do for them.
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Frequently asked questions
What is your typical process for working with a new customer?
New clients can take advantage of a free consultation for their individual and business taxation needs. Typically we look at the last 3 years of your tax returns and will provide potential clients with a firm quote and recommendations on how to minimize their future tax liability. We can meet onsite or remotely with clients. We have all of the necessary technology to meet, securely upload and download data and send you your tax return for review and signature.
What education and/or training do you have that relates to your work?
Degree in Accountancy and Financial Management from Ben Franklin University at George Washington University in Washington D.C. I have held positions as an Accountant, Chief Financial Officer and Senior Tax Advisor.I take all yearly continuing education CPE courses required by the IRS and I have 25 years of tax planning experience.
Do you have a standard pricing system for your services? If so, please share the details here.
Yes. Most of our services have a starting rate or an hourly rate. Each client has unique needs and many factors determine the final price for our tax services.
Standard tax services:
1040 Tax Preparation and Filing starts at $195
S-Corp Tax Preparation and Tax Filing starts at $495
C-Corp Tax Preparation and Filing starts at $$595
What types of customers have you worked with?
I have work with many individuals, businesses (S-Corp, and C-Corp )clients of all sizes. Since my practice is in Florida I have a large number of seniors as clients.
I have individual, business, estates, nonprofits, and ex-pats as clients.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for experience and an excellent service reputation.