About
I have been in accounting and financial for more than 20 years. In my last job as Senior Accoutant at Fulcrum Global Technologies Inc located in Downtown Chicago, I had opportunity to prepare returns for many companies for many years. When I passed my Certification as IRS Enrolled Agent, I decided to create my own practice where I am doing Tax Preparation for Individuals and Businesses, and also IRS Representation ( this is dealing with all IRS tax collections ). I have also a Master in Accounting from Devry University. I am a QuickBooks Pro-advisor.
What is giving me a lot of satisfaction in my job is when I provide a satisfaction to my. i am happy when my client is happy. All my effort during my day at work is striving to do whatever I can to put my client first. All is not about money but I rather build a very strong relationship with my client.
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Frequently asked questions
What is your typical process for working with a new customer?
Receive tax documents from client
Assess ther complexity
Make an offer
Start working on the file if my offer is accepted
Delivery of the job well done on time.
What education and/or training do you have that relates to your work?
Bachelor in Business Administration
Master in Accounting
IRS Enrolled Agent Certification
Do you have a standard pricing system for your services? If so, please share the details here.
Prices depend on the complexity of the job.
How did you get started in this business?
I decided to be my own boss after I passed the IRS Enrolled Agent Exams.
What types of customers have you worked with?
I am Comfortable working with :
- Individuals
- Self-Employed
- Small Businesses
Describe a recent event you are fond of.
n/a
What advice would you give a customer looking to hire a pro in your area of expertise?
My advice to customers is to always look for the Professionals because they know what they are doing and they will have your back from the IRS if any issue arrises.
What questions should customers think through before talking to pros about their needs?
How much is he going to charge me ?