About
So I Have This Opening Line To My Clients... "Are You Just Looking To Have Your Taxes Prepared?"
Basically, IF You Are Just Looking To Have Your taxes Prepared Go To H&R Block, Get A Kid Over There To Keypunch Your Information... Pay For It And Go Home. However, IF You Want An Accountant That WILL Prepare Your Taxes Then This IS The Right Office. We Are Looking At Your Entire Financial Health, How Are You Doing With The Budgets, How Is the Retirement Plan Going ... What Have You Been Doing To Keep The Old Credit Score In The Upper 700s, Are You Doing Enough To Save For The Kids College.???? We Look At EVERYTHING I Am Your Doctor. Our Job Is To Make Your Financial Health More Than An Existence, We Breathe Life Into That Puppy And Get Her Running And Climbing Again. Come Over ... Let's Talk.
My Biggest Thrill My Best Day. Is Have That Guy OR Gal Drag Themselves In ... Dreading That Annual Conversation Especially If They Had A Little Emergency During the Year And Had To Make A Distribution From Their 401/403 And Don't Know If They Paid The Taxes Or What The Penalties Are Gonna Be Like Not Sure Where They Will Find That Check To Pay The IRS. And I Could Take Them And Walk Them Through It Show Them How To Report It How To Ease The Pain And Frustrations They Walked In With. That My Friend IS A Good Day At The Office.
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Frequently asked questions
What is your typical process for working with a new customer?
The Onboarding Process For New Client Begins With A Discussion Of Their Accounting Needs, Be It Personal Or Business. Once That Is Established Then We Acquire The Information From Them That Is Needed To Process The Reports They Need, It May Be Taxes, Book-Keeping, Salaries/Payroll, Budgeting Or Investing Services / Managing. These Discussions Could Be Conducted Via Internet / Phone IF The Client Can't Make It To the Office.
What education and/or training do you have that relates to your work?
I Hold An Accounting Degree From The City University Of New York, A Professional CMA Certification. I Am A Real Estate Agent In The State Of Georgia. I Am A Internal Revenue Service Registered Tax Return Preparer That Completes The IRS Seasonal Tax Program Continuing Education Annually. I Am A Notary Public In The State Of Georgia County Of Gwinnett.
Do you have a standard pricing system for your services? If so, please share the details here.
We Do Have A Flat Rate Billing System For "Simple" Tax Returns Where No Investments And Self-Employment Is Involved. A Simple Return Will Cost You $170.00 This Includes All State Returns And E-Filing Of Both Federal And State Returns.
How did you get started in this business?
Accounting Has Been My Life's Work And Pleasure. When The Other Kids Worked At Supermarkets and Fast Food Joints I Spent My Summers Working In My Dad's Office Keeping His Books 😊 My First Paying Job Was Payroll Clerk... Age 16, Never looked Back. Began Doing Taxes With H&R Block In The 90's When They Were Prepared Using Instructions Paper And Pencil.
What types of customers have you worked with?
I Have Seen And Prepared Almost Every Return That Could Be Prepared From Doctors To Brick Layers, All Business Returns. Most Of My Clients Are Nurses, Real Estate Agents Salon Owners And Restaurant Owners.
What advice would you give a customer looking to hire a pro in your area of expertise?
My Advice Before You Hire A Tax Professional ... Remember That The Tax return IS YOUR Tax Return. Make An Effort To Ensure That They Are Completing At Least The The Annual IRS Tax Program CE Classes And Are Listed On The IRS's Website. You May Save Yourself Some Future IRS Related Stress.
http://irs.treasury.gov/rpo/rpo.jsf