About
We don't only prepare tax returns, we offer free advise on how to minimize tax liability or maximize refunds. No gimmicky rapid refund products and no fee for electronic filing.
Highlights
Reviews
liza E.
Frequently asked questions
What is your typical process for working with a new customer?
Offer short introduction
Short interview to determine service needed
Scope level of service and offer proposal
Ask customer to provide required documents.
What education and/or training do you have that relates to your work?
BBA Accounting, MBA, CPA licensed in both Michigan and Kentucky.
Over 15 Years tax preparation experience
Over 22 years working Accounting and finance
Do you have a standard pricing system for your services? If so, please share the details here.
Billing is calculated by the tax software and form prices vary.
How did you get started in this business?
Started, by doing my own taxes and that of friends and family and expand through referrals
What types of customers have you worked with?
Individuals, small businesses and charitable organizations.
Describe a recent event you are fond of.
March madness
What advice would you give a customer looking to hire a pro in your area of expertise?
Vet their qualifications and reputation. If they claim to have a license, verify it with the state licensing agency
What questions should customers think through before talking to pros about their needs?
How to identify a reputable professional
Knowing what they want and why
Determine time sensitivity