AccuTax Services, LLC
About
I am an Enrolled Agent who has been doing Income Tax Preparation for 30+ years.
I love meeting and planning with my clients.
I am proactive and forward thinking in helping my clients plan their personal and business finances.
If my clients prosper, I prosper.
I love establishing close relationships with my clients.
That is the way I learn what is needed to help optimise their personal and business finances.
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Frequently asked questions
What is your typical process for working with a new customer?
Let's talk. Everyone has different needs and questions.
What education and/or training do you have that relates to your work?
I have been doing tax returns for 30+ years.
I acceived the rank of Enrolled Agent in 1991.
Maintaining that rank requires me to aquire a minimum of 20 hours of continuing education per year
Do you have a standard pricing system for your services? If so, please share the details here.
Every return is different. Prices are dependent on the complexity of the return. Personal returns (Federal plus State) begin at $250. Business returns (Corporations and Partnerships) begin at $500.
How did you get started in this business?
I started with H & R Block in 1986.
I liked it. I am good at it.
I left HRB in 2010 to start my own firm.
Having my own firm has given me the freedom to concentrate on the total needs of my clients instead of having to worry about what service does the Corporate Head Office want me to push.
What types of customers have you worked with?
I have worked with just about everyone over the years from young people just starting out with their first job to older people concidering retirement. I have worked with people who are strictly W2 earners to people running their own business.
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask questions
What questions should customers think through before talking to pros about their needs?
Where am I now and Where am I headed financially.