The Baldwin Tax Group
About
Working with tax payers to resolve their tax issues give great satisfaction. My tax preparation career began in 2006 and I completed my Bachelor of Science in Business Management in 2014. After years of working for various law firms and other tax preparers, I decided to study for the Special Enrollment Examination for the Internal Revenue Service. Since passing all 3 SEE exams, I am now an active Enrolled Agent with unlimited representation rights before the IRS on any matter including audits, payment/collection issues, and appeals. In my spare time I enjoy spending time with friends and family, cooking and traveling.
www.thebaldwintaxgroup.com
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Frequently asked questions
What is your typical process for working with a new customer?
Onboarding process starts with an initial consultation and then an engagement letter for services rendered is signed. Clients may upload their information to a secure portal. The client portal will be the primary source for document exchanges. Clients will have their own username and password. Once the returns are prepared I will forward a copy for the client to review and sign. Payment will be due before the returns are e-filed.
What education and/or training do you have that relates to your work?
Enrolled Agent
Bachelor of Science-Business Management