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
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Tax planning, College planning, Trusts or estate planning, Annuities, Home purchase
Reviews
0.0
0 reviews
5
0%
4
0%
3
0%
2
0%
1
0%
CC
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