About
Professionalism
My firm is one of the leading firms in the area. By combining my expertise, experience and enthusiasm for my profession, each client receives close personal and professional attention.
High standards, service and specialization spell the difference between my outstanding performance and that of other firms. I make sure that every client is served by my in-depth knowledge and expertise.
Highlights
Payment methods
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
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Dave L.
Frequently asked questions
What is your typical process for working with a new customer?
Many tax and business-related changes have been implemented to assist individual taxpayers and businesses during this difficult time.
We setup Client Portal for new and existing clients
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files
What education and/or training do you have that relates to your work?
Certified Tax Preparer with the IRS for over 10 years
ACCA training in Accounting & Bookkeeping
Mortgage Finance & Real Estate investing training
Do you have a standard pricing system for your services? If so, please share the details here.
Bookkeeping and Accounting Services
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Fees
- Bookkeeping Services Fees
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Per Hour $25-$50Per Month $250-$600Tax preparation fees
- Form 1040 with Schedule A and state return: $273
Form 1040, non-itemized, with state return: $176
Schedule D (gains and losses): $124
Schedule E (rental activity): $135
Schedule F (farm): $180 - Form 1040 with Schedule A and state return: $273
Form 1040, non-itemized, with state return: $176
Schedule D (gains and losses): $124
Schedule E (rental activity): $135
- Schedule C (business Activities) $185
Schedule F (farm): $180
How did you get started in this business?
Working for H&R Block back in 1989 and went on from there to start my own business
What types of customers have you worked with?
Individual tax clients
small businesses
specialize with Real Estate Investor's