About
I am an experienced CPA with 20 years of tax preparation experience.
I enjoy helping people with all kinds of tax situations!
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Tina E.
Frequently asked questions
What is your typical process for working with a new customer?
-We meet or correspond over phone, text, or e-mail for an initial consultation to understand your tax situation
-You gather all relevant documents and informatjon to provide to me
-I prepare tax returns and provide for your review
-I electronically file Federal and State returns and provide you copies
What education and/or training do you have that relates to your work?
CPA
Finance Degree from the University of Illinois
20 years experience
Do you have a standard pricing system for your services? If so, please share the details here.
Base rate is $95 for Federal and State tax preparation with electronic tax filing. This includes preparing your 1040 with W2s, interest and dividend income, common deductions like children, mortgage, charity, real estate tax.
Additional charges for more complex returns such as investment properties, stock/bond transactions or small businesses. Pricing of these returns is generally between $150 and $200.
What types of customers have you worked with?
I've prepared returns for 100's of clients, including home-based businesses, rental properties, stock and options trades, etc.