BROOKS FINANCIAL SERVICES
About
I LOVE PEOPLE AND I'M PASSIONATE ABOUT Making my clients smile. I LIKE TO EXPLORE NEW THINGS.
Making a bond with my clients are the most important thing.
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Frequently asked questions
What is your typical process for working with a new customer?
INTRODUCTING MYSELF AND ASKING QUESTIONS TO BETTER HELP ME AND THE CLIENT GET THE PROCESS GOING.
ASK FOR ALL TAX PAPERS, DL/ID CARD AND SOCIAL SECURITY CARDS WITH ALL DEPENDENT INFORMATION (IF ANY).
What education and/or training do you have that relates to your work?
I HAV A BACHELORS DEGREE AND WORKING ON MY MBA.
BEEN A TAX PREPARER FOR OVER 10 YEARS PLUS I HAVE MANAGED SEVERAL BUSINESSES OVER THE YEARS.
Do you have a standard pricing system for your services? If so, please share the details here.
I START AT $350 FOR INDIVIDUAL 1040.
STUDENT 1040 START @$50.
WILLING TO WORK WITH MY CLIENT.
I DO ACCEPT CASHAPP, Chime, PayPal and cash PAYMENTS WHEN PAYING OUT OF POCKET.
How did you get started in this business?
BACHOLARS DEGREE IN BUSINESS ADMINSTRATION.
INTERNED AT H&R BLOCK IN 2005.
What types of customers have you worked with?
ALL KINDS
What advice would you give a customer looking to hire a pro in your area of expertise?
MAKE SURE THEY WORK FOR YOU AND NOT FOR MONEY