We have a variety of services . The staff knoledge is very good. Customer education and satisfaction are our cornerstone.
Helping people start and execute a healthy tax strategy.
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Frequently asked questions
What is your typical process for working with a new customer?
understanding their present status and what can done to improve it . Establish tax strategies and goals for upcoming year.
What education and/or training do you have that relates to your work?
The experience from the mortgage industry and other financial related fields give me a keen insight on tax polices .
Do you have a standard pricing system for your services? If so, please share the details here.
Individual prices $350 for a Form 1040 with a Schedule A and state return $250 for a Form 1040 (non-itemized) and state return $225 for a Form 1040 Schedule C (business) $140 for Schedule D (gains and losses) $150 for Schedule E (rental) $180 for Schedule F (farm) Business prices $225 for a Form 1040 Schedule C (business) $650 for a Form 1065 (partnership) $750 for a Form 1120 (corporation) $750 for a Form 1120S (S corporation) $500 for a Form 1041 (fiduciary) $700 for a Form 990 (tax exempt) $100 for a Form 940 (Federal unemployment) $115 for Schedule D (gains and losses)
How did you get started in this business?
The real estate industry working with investors and small business.
What types of customers have you worked with?
business and personal are welcome
Describe a recent event you are fond of.
Not just one in particular but helping people improve their lives tax wise is enough.
What advice would you give a customer looking to hire a pro in your area of expertise?
call me at 248-818-4781
What questions should customers think through before talking to pros about their needs?
what are you trying to accomplish taxwise?