Kogen's Financial Services, LLC
About
In addition to tax returns (personal and business), I have managed to straighten out people's situations. One time, I had a 1099-Misc. with between $20,000-$25,000.00 in freelance income. I got enough information for expenses and was able to zero out that income and produced close to a $3,000.00 Federal Refund. I also do multistate returns, doing one that had eight states for someone. Produced some nice refunds out of that.
I have been doing returns for more than thirty years, all here in NYC.
I passed an exam five years ago while it was still being held.
I'm on linked in and have a web site, www.Accounting-4U.Com. Check out the Client Reviews section.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
I ask for a copy of the most recent return(s) from them and get their information (date of birth and other pertinent information). I get all pertinent information from them and look at everthing and put together the information together.
What education and/or training do you have that relates to your work?
I have a college degree and have taken business, accounting, and tax courses. I take continuing education courses every year to remain current with current tax information and tax laws.