Superlative Tax Service

I generally speak with a potential customer on the phone to get an understanding what they need in regards to tax preparation and answer any questions they may have pertaining to their documents they should provide me to allow them their full credits and proper filing.  Additionally, I inform them that I can meet with them personally one-on-one or if they prefer, all documents can be uploaded to me through the encrypted server I use to complete their income taxes.

I have over 25 years in the tax industry.  I was Gold Certified from Liberty Tax Service and have worked as an Office Manager for this company prior to branching out on my own to start my own business.

I am presently enrolled at Florida Institute of Technology for my BS degree in Information Technology with a graduation date in 2018.

I have participated in the IRS voluntary Annual Filing Season Program for the last 4 years, obtaining well over the required 18 hours of continuing education for federal tax law to aspiring for a higher level of professionalism.

I am an IRS Authorized E-file provider.

My pricing is based on the complexity and time consumption that is required for each income tax I complete, so it varies, but I use a general category of Simple, Medium and Complex and Schedule C (business owners) and the price range usually falls in the range of $150-$400.

I have been doing taxes since the age of 18 for family and friends, as the years progressed I chose to work in a company based setting such as Liberty Tax service where I obtained the level of Gold certification prior to my endeavor of beginning my own business in May of 2016. I have over 25 years experience in the business, and I enjoy immensely all the facets of the business, particularly meeting new clients, learning about them as individuals and doing all that I can to exceed their expectations as we work together to accomplish present and future tax planning endeavors.

Individuals

Small businesses

Self-employed

Truck drivers

Contract workers

W-2 employees

My most recent event that I am very fond of an overwhelmingly proud of, is the endeavor of starting my own business.  I remember so vividly setting my mind on beginning this journey the day after the tax season ended at the franchise I was working as an Office Manager.  It was very enlighting and so informative the step by step process I went through to obtain my licenses, certifications, IRS approval to become an E-file provider, it was time well spent as well as challenging, but the end result was everything and more than I expected. I am looking forward to the ongoing journey.

My advice to anyone looking to hire a pro in my area of expertise, is to ask the questions that are pending on your mind, to gather their level of knowledge and their willingness to assist you whether you will become a client or not, this will show you who truly is in this business for the joy of servicing, not just the monetary value that it will ultimately provide.

1. Have you prepared a tax return for my type of business?

2. Do you have a PTIN?

3. Are you familiar with my state requirements for filing taxes?

4. What documents do you need from me?

5. Will you assist me after I have filed my taxes if I have additional questions.

6. Are you available year-round?