Offers online services
About
Helping my clients understand taxes and making it an easier experience for them instead of an hassle.
Educating clients
Helping clients make the best financial decisions
Details
Business size
Small business (fewer than 10 employees), Medium business (10-50 employees)
Business stage
Startup (less than 2 years), Mid-stage (2-5 years), Established (5 years and more)
Business plan
Business plan in place, No business plan in place
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit
Photos and videos
Reviews
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EM
ervin M.
Im 85 my computer was not doing what I wanted it to do. She got it done and I would have trashed the return but she took me through it and I am looking for her to do it next year and she deserves higher than good
July 13, 2020
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Review request
Consultation
Granting access to secure portal
Review prior tax returns
Understanding clients tax situation
Answering tax questions from clients
What education and/or training do you have that relates to your work?
Bachelors of Science Mangement Information Systems
Masters of Business Administration
Continued Tax Education Classes
How did you get started in this business?
I pursued a Masters in Business Administration and I became interested in accounting.
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation