My goal is to provide quality service at a reasonable rate. Customer Service is a priority and I guarantee any work I complete so if anything arises i fix it. My goal when I started my company was to be able to help my clients as well as give them advise on their individual tax situation...
Helping people understand their tax situation... I also like speaking about financial literacy
She was very professional and very efficient! She Always make sure that she makes it convenient experience for the customers also.
She is very professional and work in timely manner! She gives great advice and keeps you updated!
She was very friendly, knowledgeable, and humble. She took her time and made sure I understood every step of the process I was going through, while she was processing my paperwork.
After introduction I get information pertaining to their particular tax situation.... The next step is to give them advise on things that raise a flag to me.... I inform the client I would like to look at their prior year return to get a better understanding of their situation... I collect personal information scan all tax documents so they can be immediately returned. I also give them a quote based on what I see and what needs to be done.... Prior tp filing the return I give previews and answer any questions they may have.