About
I am an Enrolled Agent (licensed tax professional) who focuses on helping individuals and small business owners reduce their tax liability. I help my clients get out of tax debt by dealing directly with the IRS on their behalf. I file back taxes going back 10 years, and help make the process simple for my clients.
I enjoy helping my clients get their business and perosnal finances back on track so they can continue building wealth without fearing the IRS or state tax agencies.
I also enjoy teaching tax concepts to new business owners so that they can make smart decisions about their business' finances
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Temika B.
Dionna B.
Frequently asked questions
What is your typical process for working with a new customer?
1. Initial Interview - First, we'll have a conversation to see if I can help you, and to see if we will be a good fit.
2. On-Boarding/Document Collection - We'll gather all the information and documents necessary to prepare your taxes.
3. Tax Preparation - After we've received all of your documents, we'll prepare your tax return
4. Review - We will review your tax return with you, line-by-line. We will make corrections and adjustments as needed to clear your return for submission.
5. E-file - We will e-file your tax return once you have approved the return, signed e-file authorization forms, and paid invoice.
What education and/or training do you have that relates to your work?
I am an Enrolled Agent, which requires that we pass a difficult 3-part exam that covers all areas of taxation - both personal and business. We are also required to taking continuing education each year in order to keep our licenses.
My college education is in the field of business administration, with a concentration in Real Estate, which is a specialization within our firm.
Do you have a standard pricing system for your services? If so, please share the details here.
Individual tax returns base price is $200.
Business tax returns base price is $400.
Price can increase depending on complexity and the amount of time required. Returns that require more than 3 revisions and/or 3 hours will be subject to price increase.
What types of customers have you worked with?
I've wiorked with both individual and business taxpayers; real estate investors and agents; construction workers; truckers; insurance brokers; IT consultants; consultants/coaches Uber/Lyft drivers; home-based business owners