Leading Financial Services, Inc
About
We are dedicated to building a partnership with our clients & help them with all aspects of their business needs or any individual tax & financial needs. We strive to be a holistic practice.
I enjoy building relationships with my clients and helping them plan for their future. My clients are not just a number to me, I want to get to know them so that I can provide them the best advice possible.
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Frequently asked questions
What is your typical process for working with a new customer?
A free consultation, up to one hour, where we will get to know each other & discusss a plan for accomplishing the client’s goals/needs.
What education and/or training do you have that relates to your work?
Bachelors Degree in Accounting
Enrolled Agent designation with the IRS
Do you have a standard pricing system for your services? If so, please share the details here.
My pricing is based on the time & forms needed.
How did you get started in this business?
I took an accounting class in H.D. & really enjoyed it, it just grew from there. I started my tax preparation career at H&R Block in 2000. I worked for a small family-owned company doing accounting & tax, now I’ on my own & love helping my clients!
What types of customers have you worked with?
I work with a broad range of clients across all backgrounds, both individual & business. I have worked with a few non-profit organizations as well.