About
I am a CPA offering income tax preparation and bookkeeping services for individuals and small businesses. I started this journey after working for a large public accounting firm which dealt mostly with high-earning individuals and businesses. After leaving the firm, my sister reached out to me one day about reviewing her tax return that was prepared by a tax preparation franchise in Georgia. I quickly noticed many available tax deductions were not taken on her rental property. I amended the return and she received $6,000 more from the IRS. Through this experience, I saw the need for more tax preparation options for the middle-class. At the time, my sister had lower income with 3 children and didn’t think she could afford a CPA. With 4 children of my own, I am thankful I don’t have to choose between a storefront tax preparation franchise or a costly CPA firm. She was charged $400 for the incorrect return filed by the tax prep franchise. At this price, even though she had multiple sources of income, I believe she should have been able to find a CPA who could prepare her return right the first time. I have a passion for helping others by solving their tax issues and minimizing their tax burdens at an affordable price.
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Yvonne G.
Frequently asked questions
What is your typical process for working with a new customer?
I typically discuss the services needed over the phone and/or meet at their home or place of business. I gather the needed documents either in person or through a secure link.
What education and/or training do you have that relates to your work?
Bachelors in Accounting from Florida State University
Certified Public Accountant
Do you have a standard pricing system for your services? If so, please share the details here.
I charge $60 per hour for bookkeeping services and $120 per hour for tax preparation. Basic individual income tax preparation starts at $200. Price for your specific needs will be agreed upon before work is performed.