Bellwether Tax & Accounting Services, LLC
About
I have owned and operated my business for over twenty years. I enjoy working with individuals and small businesses in getting them the best tax return possible and resolving tax issues. The types of returns and forms I complete are 1040, Schedule C, Schedule E, 1120S, 1065, 990 Nonprofit, 1041 Fiduciary/Trust, Sales Tax.
Specialties
Special tax situations
Employment status
Filing status
Reviews
Celia L.
Frequently asked questions
What is your typical process for working with a new customer?
I have over 18 years of experience in providing tax and accounting services for individuals and small businesses.
I take pride in getting to know you in order to give you the best personal service. If you run a business or you are thinking of starting one, I excel at helping to develop business strategies and/or improve cash flow. From basic business setup to how to stage and price products/services and getting clients to pay timely, you are covered.
What education and/or training do you have that relates to your work?
BS Accounting, Summa Cum Laude
BS Microbiology
Registered IRS Paid Tax Preparer
Public Accounting Experience, 5 Years
Do you have a standard pricing system for your services? If so, please share the details here.
My fees are reasonable, and there are discounted rates for seniors, dependents, and teachers. Initial consultation is free.
Most of my fees are typically flat rates. They are shown up front, something the big franchise firms finally got on board with, smile.
What types of customers have you worked with?
The majority of clients are individuals and range in all income levels, the average income is $135K.
I have over 30 small business clients; from real estate to construction to service industries.
What advice would you give a customer looking to hire a pro in your area of expertise?
Confirm: They are full time preparers, they have both the education and training, they complete 40 hours or more per year in continued education.
Ask for client referrals or seek out reviews of their business.
Look for sincerity and they make you feel like an individual not a number.
What questions should customers think through before talking to pros about their needs?
What are their expections from hiring a pro.
What is their time worth in order to do something else, then prepare their own tax return.