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About
I help individuals and small business owners eliminate debt, pay the least of amount in taxes, and increase cash flow through financial planning, tax preparation, and financial coaching.
My work include 20 years of combined experience working at Edward Jones Investments, E*Trade Financial, H&R Block, Liberty Tax, and leadership roles in corporate America. I was also on payroll as a part-time bookkeeper for a non-profit, using QuickBooks software.
My education includes a B.S. in Accounting and MBA coursework(25hrs).
Received my Six Sigma Greenbelt certification in 2019.
https://www.linkedin.com/in/miltonjohnson/
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Frequently asked questions
What is your typical process for working with a new customer?
Onboard client through a secure portal. For more details will talk with client via phone or Zoom video conference. Depending on complexity of return, work will be completed in 3-7 days. Will review return with client before filing. Will e-file for client or send return to client for paper filing.