SUGARHARDY, INC Your Virtual Tax Pro
About
My service stands out because of my ability to provide exellent financial and business administrative service. My service contribution will be demonstrated by way of constructing devoted relationships with reliability, kindness, and punctuality. In addition to that I am strategic planner, self motivating, and organized. I am able to implement the tax laws made by the IRS for tax payers. My services will provide and sustain tax compliance. Last but not least I have the ability to generate goodwill by being helpful, informative and giving. This acheived by way of getting to know people, and strengthening existing relationships by trusting and being trustworthy.
What I like most about my work is that I am able to reduce tax liability and stress during the tax season by providing accurate tax prepration service.
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Reviews
Tomekia L.
Janan L.
Frequently asked questions
What is your typical process for working with a new customer?
Once initial contact has been made through email a Zoom greet and meet will be scheduled with all new clients. During this meeting the prospective client will be interviewed and informed on how to create an account to recieve services.
What education and/or training do you have that relates to your work?
Colorado State University System
Degree Name: Master of Finance
Field of Study: Finance/Accounting
Dates attended: 2018 — 2021
Atlanta Metropolitan State College
Degree Name: Bachelor of Science Business Administration
Field of Study: Business Management
Dates attended: 2013 – 2018
SUGARHARDY, INC
Position held: Business Administrator Jan 2020 – present Pinellas, Fl
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Established State Articles of Incorporation, as well as EIN, and electronic services with IRS for the company (electronic filing services available)
- Update tax law hours yearly for tax preparation services
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Host Zoom meetings for greet and meet as well as for clients to review returns prior to signing
- Provide tax return consultation for current year returns, prior year returns, and following year returns
- Electronically file tax returns and mail in returns when required for amended returns
Jackson Hewitt Tax Services
Position held: Tax Preparer
Nov 2018 – present Atlanta, Ga
- Tax preparer
- Update tax law hours yearly for tax preparation services
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Interview taxpayer, gather information for determining if a return is required
- Determine the taxpayers most advantageous filing status, review income source and prior year return
- Electronically file tax returns and amendments
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing starts at
$60 for basic returns: one W-2, no dependants
-$15 per additonal W-2
$210 Ride share only, no dependants
$210 Self Employed, no dependants
$210 Retirement income, no dependants
$270 Amendmants, no dependants
$160 Senior Citizen Returns 65 yrs+, no dependants
$25 per dependant
$50 per form for all other forms
How did you get started in this business?
I have been employed by Jackson Hewitt Tax Service since Nov, 2018. I started my own tax service in January of 2020 while working on my Master of Finance degree. I enjoy workig with numbers, helping clients lower their tax bill, and being a service provider for the community. I am confident that I am the perfect candidate for your tax preparation needs because it will enable me to continue to utilize the skills, knowledge, and customer service experience attained from previous employers.
What types of customers have you worked with?
I have provided tax preparation services for individuals, self employed, and retired tax payers. My specialty is working with senior citizens.
Describe a recent event you are fond of.
Last tax season I completed 132 tax returns.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure that your tax preparer is registered with the IRS. IF this is a owner operater they should not only have an EIN and PTIN the tax preparer should be registered for electronic services with the IRS. This way you know that the IRS has verified the tax preparer's identity, completed a finger print and background check. Professionsal tax preparers are available all year and update there tax law hours yearly, just as like an enrolled agent, accountant or lawyer.
What questions should customers think through before talking to pros about their needs?
Do I need a professionsal that is well versed with tax laws or am I willing to study the randomly changing tax laws myself?