Hi, I'm Jen! My focus is locked on helping clients live better financially. I educate my clients on the various facets of personal finance and empower them to take action to build WEALTH! I offer extremely affordable tax preparation, virtual services, and I'm credentialed with nearly a decade of experience. Tax law can be overwhelming for a lot of folks, but I make sure my clients understand the laws that affect them directly rather than just relying on the software to do all the work.
I enjoy helping clients understand their return, breaking down how each deduction, credit, etc affects them. I also love identifying tax planning strategies to help them achieve goals in the upcoming year.
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After all necessary documents have been gathered, I go through a Q&A with the client to ensure that no deductions, credits, etc are missed. It is pertinent to hear the customer's background to ensure that we file with the most advantageous outcome possible and don't miss any valuable inputs.
Bachelor's Degree in Accounting
Decade of experience preparing returns
Individual Filing - $190
The following are additional:
Spouse - $25
Dependents - $10 each
Itemized Deductions - $25
Business Income/Expenses - $75 minimum
Rental Property Income/Expenses - $150 minimum
Deduct Prep Fees from Refund - $40
Additional State - $25
I've always loved numbers and had an interest in law. Filing tax returns has afforded me the opportunity to pursue both. I've known I wanted to be an Accountant since I was a teenager.
I'm comfortable working with the most detail oriented of clients, the least organized, and anyone that falls in the middle.
I recently wrote an E-Book about why people struggle to get ahead financially and how they overcome those things to WIN! It took me several months and was a very rewarding experience.
Ensure that they have a background in Taxation instead of merely being a data entry person that relies on tax software for accuracy. Ensure that they can explain the difference between a deduction and a credit. Ensure they're personable - taxes aren't the easiest conversation piece, but they should be able to make it a bit less daunting and walk you through any concerns you may have.
Provide as much detail as possible, but your tax person should be able to vet all information through their Q&A process as well.