Johnson Tax Service - M.B.A.
About
I have been preparing tax returns for individuals, businesses and non-profits since the 70's. I have previously owned and operated a CPA firm in Louisiana and Liberty Tax Service in Tallahassee, Florida.
My clientel is varied throughout the country with the majority in the southeastern states.
My professional fees are very reasonable given my education, experience and knowledge of the tax code that are combined to generate minimal tax liabilty for clients.
I enjoy saving clients money based upon my knowledge of the I.R.S. tax code and its application.
I like self-employed business owners and rental property owners because I can help these taxpayers more.
I enjoy accountancy as a profession.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
1. Telephone interview that determines a listing of necessary documents and estimates professional fee.
2. I receive W-2 forms, Form 1099's and other documents by email (preferred) or U.S Mail (Priority).
3. I prepare the tax return(s) and I call the client to discuss the refund/balance owed. I tell the client the amount of a possible reduction in taxes paid if IRA contributions are made.
4. I assemble the tax return(s) and relevant copies of tax statements for E-Filing to IRS (and state, city and county, if applicable).
5. I collect my professional fee or I offer payment arrangements if necessary.
6. I e-file all tax returns.
7. I send the client a copy of the final return for his records.
8. I call the client to thank him/her for the opportunity to prepare the tax retun(s).
What education and/or training do you have that relates to your work?
I have an M.B.A from Tulane University in New Orleans, Louisiana.
I formerly owned a C.P.A. firm in New Orleans, Louisiana.
I formerly owned Liberty Tax Service in Tallahassee, Florida.
I have one year in legal studies (through business law) at Loyola University's School of Law in New Orleans.
I have attended H&R Block's, Jackson-Hewitt's and Liberty Tax Service's training programs over the years.
Do you have a standard pricing system for your services? If so, please share the details here.
My prices vary based upon the amount of time required to prepare the tax return(s).
I am very reasonable in order to encourage repeat visits. Customer retension enhances the firm's profitability because a customer profile and history has been established.
How did you get started in this business?
I passed the C.P. A. examination in New Orleans, Louisiana.