About
We are highly trained tax preparers and bookkeepers. We focus on tax preparation for individuals and small businesses only (Partnership & S-Corp). Plus we specialize in bookkeeping and payroll processing. All of this at flat rate, up front pricing that is very affordable.
I think preparing taxes is a big puzzle, I want to know every detail so I can peice the individual information together and save clients the most money.
Reviews
Emmily L.
Frequently asked questions
What is your typical process for working with a new customer?
For new tax clients, we have an intake form that they would need to fill out which gives us an idea of their tax situation and make sure we are claiming all income and deductions that are possible. They can either set an appointment for a face to face meeting to prepare their taxes, or they can drop everything off and we prepare the returns and contact them if we have any questions or when it's ready to sign. When we are ready for signature, we set a time for them to come in and go over everything.
What education and/or training do you have that relates to your work?
I have my Bachelors in Accounting, and volunteered with the Volunteer Income Tax Assistance Program for 3 years. I also currently currently hold my Certified Public Bookkeepers license, my Annual Registered Tax Preparer designation through the IRS, and am Quickbooks Desktop and Online Certified.
What types of customers have you worked with?
I have clients from many different states and even a few out of the country. The bookkeeping clients are mainly service based industries (Disaster Clean-up, Plumbing, Maids, Construction, etc), with a few sales based industries mixed in (Insurance, Clothing Stores, Restaurants, etc). Majority of them are single owner operations but a few are partnerships.