About
Knowledge, Expertise & Understanding
Over the years I have come across different situations. Some I knew exactly how to handle and others I had to research. But no matter what, I was able to get the job done. I'm not here just to prepare your documents, but to help you understand the when and why things have to be done. I'm here to guide the self-employed to assist in that new home purchase, to help the small business make sure all payroll taxes, sales taxes, or consumer taxes are taken care of or just to make sure that individuals get every tax credit available to them. I'm working in an office with other CPAs that have been in the business for over 20+ years. With our combined experience, we can help just about anyone!
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Frequently asked questions
What is your typical process for working with a new customer?
Informal meet and greet either by phone or in person to understand their tax situation and the make up of their family or business or both. To make sure that I understand their needs and that I would be a good fit for their current and future needs.
What education and/or training do you have that relates to your work?
I have been filing tax returns since the early 1990's. I've worked in management positions for Jackson Hewitt and I've assisted several franchisee's with training in tax for several Liberty Tax Service offices. I've earned a Bachelor's Degree in Business Adminstration with a major in accounting from MSU. I financed and opened my own office in 2007 with a clientele base of 100+ clients and most of them are Schedule C business clients in different industries from childcare, barbers, cosmetology, construction, truck drivers, couriers, landlords, agents, landscapers and janitorial services. But I would say my biggest accomplishment in the tax industry is assisting individuals with the tax knowledge I have to maneuver into owning their own business.