About
I am an Enrolled Agent with IRS, with over 20 years experience in tax preparation.
Tax preparation is like being a translator of a language. I enjoy helping people understand their opportunities, and educating them with their own situation.
Highlights
Specialties
Special tax situations
Employment status
Filing status
Photos and videos
Reviews
Terri
Frequently asked questions
What is your typical process for working with a new customer?
A consultation in understanding a clients needs is the beginning. Meeting and exchanging information. If the client is prepared correctly, we only need to meet once.
What education and/or training do you have that relates to your work?
As an Enrolled Agent with IRS, I am required to take continuing education each year to stay current with the ever changing tax laws. I have been doing this for over 20 years, therefore I have 500+ hours of education taken. In addition, I have taught several courses to idividuals over the years, easily spending another 500+ hours instructing.