
TAN Financial Services
About
Experienced Public Accountant, with Big Four, Regional and Local firm experience.
Providing superior customer service, accross a wide variety of sectors.
BA in Public Accounting - Syracuse University '09
QuickBooks ProAdvisor
NABA and AICPA member.
www.tanfs.com
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
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Frequently asked questions
What is your typical process for working with a new customer?
We do a client interview, utilizing audio or video conferencing. This allows us to get to know you and understand how we can provide the best service possible
What education and/or training do you have that relates to your work?
BA - Public Accounting - Syracuse University '09
10 years public accounting experience at Big Four, Regional and Local Firms. Servicing clients from Fortune 100 to Main Street.
Do you have a standard pricing system for your services? If so, please share the details here.
Yes, Our base individual income tax preparation is $175. This includes one federal return and one state return. Any additional required schedules or states are billed per form, varying based on complexity.
How did you get started in this business?
Ive always had a knack for helping people. So I launched TAN Financial Services after working over 10 years with some of the best and brighest minds in our field.
What types of customers have you worked with?
Ive worked with Fortune 100 companies, including 2 of the 4 Top 4 Banks, a top 10 Investment company, municipalities, medical care, construction, retail, and professional service clients.