By The Book Accounting
About
I am a tax professional with over 10 years experience. I am a virtual tax firm. This allows me to help clients in all 50 states. I help tax clients save up to 20% in taxes with tax strategies. The knowledge I posssess allows me to maximize my clients returnt to the maximum benefit. I work with Individuals as well as small business tax clients.
I enjoy helping my clients save money with tax planning strategies. Taxes are not just a "tax time" concern. Tax planning allows me to look at a clients financial life & maximize tax breaks and minimize tax liabilities in a legal and efficient manner.
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Frequently asked questions
What is your typical process for working with a new customer?
My process for new clients is to schedule a call & discuss what their request is & the desired outcome. If we both feel we are a good fit for one another we will continue with my onboarding process by obtaining necessary docs & information to begin our work relationship.
What education and/or training do you have that relates to your work?
Associates in Accounting
Quick Books Pro Advisor
Do you have a standard pricing system for your services? If so, please share the details here.
Each service is based on the needs of the client
What types of customers have you worked with?
Cleaning Business
Restaurant
Real Estate Leasing
Trucker Owner/Operator
E-Commerce
CBD