About
We help clients learn how to really take advantage of the tax codes as they were created. This allow our clients to truly get back every last penny they are entitled to. We also offer financial consulting at no charge (debt calculation and how to get out of debt). Along with other services.
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Andrew L.
Frequently asked questions
What is your typical process for working with a new customer?
Let them get to know us. Get to know them, making sure they have all documentation needed to successfully file their taxes. Also to see how serious they about getting their finances under control.
What education and/or training do you have that relates to your work?
Independent agent of Primerica for 2 years. Completion of tax traing & certified tax professional.
Do you have a standard pricing system for your services? If so, please share the details here.
Our tax preparation starts @ $199. The financial needs analysis is free.
How did you get started in this business?
I had a friend introduce me to Primerica. The tax business I joined because I want to really help people maximize their income while minimizing their refund. It sounds weird, but trust us.
What types of customers have you worked with?
My clients vary. I've worked with folks from all walks of life.
What advice would you give a customer looking to hire a pro in your area of expertise?
Check them out and see if they are putting their wallet first or are they truly putting you first?
What questions should customers think through before talking to pros about their needs?
Who's best interest is being put first?
Is cheaper really better?
Are they willing to find the answer to my question or do they prefer to just answer "I don't know" or do they make one up?