About
Since 2011, we have delivered awesome tax and bookkeeping services to Illinois. Now, we can offer our services to many more states through remote accounting. We aim for the best bottom line for every client. We will take the most accurate approach to addressing your accounting needs.
I enjoy offering quality services to every client. Every work day is about finding the best solutions and delivering excellence. I want my clients to always expect the best results. I've worked for local and global accounting firms and currently work for one of the largest global tax software companies in the world. I know quality service and my clients deserve the best.
Highlights
Details
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Annual income
Accounting software
Accounting needs
Accounting for
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steve S.
robert S.
steve G.
Margo T.
Pamela F.
Barbara J.
Frequently asked questions
What is your typical process for working with a new customer?
Complimentary Consultation by phone or email. (No in person visits at this time)
Upfront Retainer Fee (50%)
Clients Onboard by uploading their tax documents to a private encrypted portal
Final Payment
And Delivery
What education and/or training do you have that relates to your work?
14 years of tax preparation and bookkeeping experience
Tax preparation diploma
Studying for my Enrolled Agent Credential
Studying to be a Quickbooks Online Pro-Advisor
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing varies by service needs.
How did you get started in this business?
I was laid off of my treasury position in 2011. I didn't want to waste my skill set, so I started helping small businesses keep up with their profit and losses. And the rest is history still in the making.
What types of customers have you worked with?
Small business clients, Contractors, Daycare, Schools, Taxi and Freight Drivers, Stylist, Learning Institutions, Individual Families, Medical Professionals, Non Profit Organizations, TaxPayers and Sales.
Describe a recent event you are fond of.
I was hired to overturn a business license revocation due to late returns and back taxes. In less than 45 days, the business was all caught up with late returns, penalties and a solid installment agreement in place. The business was restored. I learned a lot from the experience. But mostly I was very happy to get my client get back on track.
~The bottom line
What advice would you give a customer looking to hire a pro in your area of expertise?
Write down your current accounting needs.
Prepare questions in advance for the professional.
Remember that not all tax pros have the same experience or knowledge, so don't compare answers.
Focus on your current needs before adding additional services.
Gather all the information needed before you start the service so you can save time, most professionals charge by the hour.
Work with your professional and make them feel apart of your tax team. Unity goes a long way.
Trust your professional to do a good job, most accountants love what they do, saving the client both time and money.
What questions should customers think through before talking to pros about their needs?
What do I need?
What can I afford?
How far will I travel?
Am I computer savvy?
Can I trust my professional to do a good job?