About
Our business is packed with years of professional real world experiences in the tax and accounting industry. My tax experience began back in 2005 volunteering with the IRS tax preparation VITA program; I also volunteered again with the IRS in 2010. Over the years, Sanz Virtual Enterprise has also contracted with a number of other public accounting firms in a support services capacity; catching the overflow of tax and accounting work during the busy season. In this role, our company has gained even more knowledge and experience across an even wider spectrum of industries from real estate and property management to insurance to auto to governmental non-profits and more.
Qualifications and memberships include: Master's of Business Admin; Certified Public Accountant Licensure; Member of the GA Society of CPAs; and Certified QuickBooks Online Pro Advisor.
Profile links: https://proadvisor.intuit.com/app/accountant/search?searchId=martin-sanz79
https://www.facebook.com/SanzVirtualEnterprise/
https://twitter.com/sanzaccounting
https://www.linkedin.com/in/martin-sanz-cpa-mba-3492b313
Reviews
Denise J.
Frequently asked questions
What is your typical process for working with a new customer?
New clients can expect:
1. Meeting/Introduction via phone or in person
2. Schedule appointment
3. Bring with you copy of IDs, Social Security Cards, copy of prior year tax return, W2s, and all tax documents.
4. Clients have the option to upload documents online; we'll work on it; and upload finished product back into shared folder or we'll meet with your for documents that need original signatures.
What education and/or training do you have that relates to your work?
Certified Public Accountant are required to have 80 hours of accounting/taxes/auditing CPE (continuing professional education) every 2 years to renew license.
Do you have a standard pricing system for your services? If so, please share the details here.
Tax return preparation starts at $150; additional charges apply for additional forms and schedules
How did you get started in this business?
Started as a volunteer with the IRS for taxes; as for accounting, my first job was in the Finance dept as an accounts clerk then I moved on to A/R accountant, accounting specialist, and now a public accountant.
What types of customers have you worked with?
A wide variety of customers all ages, race, industries, etc
Describe a recent event you are fond of.
Helping a client avoid paying substantial penalty charges on a tax debt
What advice would you give a customer looking to hire a pro in your area of expertise?
Be careful of hiring incompetent rogue tax preparers; you may end up paying back that big refund plus interest and penalties.
What questions should customers think through before talking to pros about their needs?
What are the credentials, experience, and background of the pro? Just like a doctor or attorney we all have different expertise and strengths.