About
We pride ourselves on providing gaining a full understanding of a client’s business in order to provide them with individualized, one on one services which meet all their tax and accounting needs.
We have over 25 years in the tax and accounting business, and have worked with clients of all income ranges and complexity across multiple states.
In addition we provide multi-state sales and use tax expertise and audit defense across all States.
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Reviews
ingrid a I.
Frequently asked questions
What is your typical process for working with a new customer?
We provide a free consultation and work with the client to determine their needs in a cost effective manner.
What education and/or training do you have that relates to your work?
Masters of Science in Taxation
Certified Public Accountant
Do you have a standard pricing system for your services? If so, please share the details here.
Business services: Due to the individualized needs of our clients it is not possible to all list prices here. Our prices are based on a level of complexity and effort, however discounts are provided if the level of complexity/effort is significantly lower than the norm.
Individual tax returns start at $175 for a simple 1040. Additional schedules ( A, B, C, D,E etc) have additional fees.
Please contact us for free consultantion in order to more accurately provide a fee quote.
What types of customers have you worked with?
Individuals of all income levels, Telecommunications, Retail, Wholesale, Professionals, Manufacturing, Service industry, Real Estate, Commercial Leasing, Software.
Describe a recent event you are fond of.
Saved a client $100,000 by correcting a prior preparers error which resulted in duplicate taxation.
What advice would you give a customer looking to hire a pro in your area of expertise?
All preparers & accountants are not equal. A quality tax preparer/accountant won't just take your data and plug it into his system without asking you questions that may result in revealing areas for tax savings.
What questions should customers think through before talking to pros about their needs?
A customer should consider how much time and effort they are performing on tasks that destract them from producing income and what tasks can be outsourced or automated to reduce such efforts and keep costs to a reasonable level.