
About
I offfer a FREE phone consultation to all customers, and a $0 upfront preparation fee option for certain filers. My service is fast, friendly, and responsive.
I enjoy being a source of knowledge regarding IRS rules and regulations, and money management. I also truly enjoy helping people figure out the best strategy to minimize their tax liability! I have Finance Degree and I have been working in Accounting and Finance over 16 years. I am also a 2nd generation Tax Preparer, and I'm ecstatic to continue the journey started by my Mother.
Reviews
Adele N.
Porsche G.
Cindy S.
Evelyn M.
Frequently asked questions
What is your typical process for working with a new customer?
I typically start a preparation engagement with a free 20min consultation to determine the clients tax preparation needs and to discuss the overall preparation fees. In certain circumstances I can also provide a quick estimate of the anticipated refund amount.