Offers online services
About
Hello,
I am a registered and degreeed tax professional with over 20 years of experience specializing in tax prep, planning and strategy for both personal and business clients. I will review the whole picture (financial) not just your tax position.
I enjoy helping people and solving problems. I make sure that when you leave you are comfortable and satisfied with the results
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Reviews
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CLYDE C.
Fast and efficient. Good communicator.
June 07, 2018
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
I have a questionaire and a interview process.
Services offered
Notary
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning