NFocus Tax Service, LLC
About
I have been preparing individual and small business tax returns for over 25 years, starting with paper forms. In 2009, I decided to obtain a prefossional license and, after many hours of intensive study, I sat for, and passed, the rigorous three-part Enrolled Agent (EA) exam, becoming licensed. As an EA, I am able to represent taxpayers at all levels of the Internal Revenue Service. Not content with this capability, I pursued a specialization in tax representation, obtaining the designation of NTPI Fellow in 2015, a higher level of study and practice in the areas of representation. I enjoy the tax work, and I especially enjoy serving my clients well at very reasonable rates. I strive to to the best job possible so that my clients will not be exposed to unnecessary, and unwelcome, audits. I also assist my clinets with tax planning and advice throuhout the year at no extra cost.
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Frequently asked questions
What is your typical process for working with a new customer?
I interview the customer, either on the phone or in person, depending on the client's preference, request a copy of the two most recent tax returns, and provide them with a tax organizer to help them collect the necessary documents.
What education and/or training do you have that relates to your work?
I have a BS in marketing and an MBA. Both drgrees require accounting and finance courses. I also passed the enrolled agent (EA) exam, so I am a licensed EA, and have been doing income tax returns for over 25 years.