Professional Circles (ProCirclesTax.com)
About
* IRS Registered Tax Preparation including planning, advising clients for Maximum Refunds while meeting Clients' Goals + Investing techniques on how to become a Millionaire!
* I have been in Financial Planning business since 1986 in Randolph and in Byram Township located at Pro Plaza, 16 Route 206, Stnahope, NJ 07874.
* Please visit my website at ProCirclesTax.com to learn more about Retirement Planning, College Funding & Investments
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Frequently asked questions
What is your typical process for working with a new customer?
Provide a "In-Office Free Consultation" to learn more about Clients' needs to meet their Goals & Objectives
Answer any questions they may have after they meet & visit my website:ProCirclesTax.com
Planning, advising & preparing Income & other Taxes for optimum results ethically, Retirement, Investing, Budgets, Savings for College & other Client Needs
What education and/or training do you have that relates to your work?
My Credential include an MS in Business Mangement, BS in Engineering & I retired in 2002 as a R&D executive form DOD (Picatinny Arsenal, NJ) with "Hall of Fame", a "Black Belt Certification" in "Enterprize Excellence" along with sevral US Patents.
My passion is to help my CLIENTS fulfill their life-dreams in a mehodical way setting up Realistic Goals!
Do you have a standard pricing system for your services? If so, please share the details here.
Prices are determined based on clients' needs & complexities associated with their taxes. Charges are very competititive & reasonable to CLIENTS' SATISFACTION!
FREE CONSULTATIONS on HOW TO BECOME A MILLIONAIRE simply by using a simple & diciplined investing techniques with MINIMAL risks!
How did you get started in this business?
While I was pursuing my Master's degree I opted for Financila Planning Courses that was my passion in addition to Engineering Excellence I have been Involved with for over 50 years!
And I got started practicing Income Tax Preparation since 1975.
What types of customers have you worked with?
Individuals & Families
Small & Medium Sized Businesses: Sch C, D & E
Complex Returns including LLC, Rental Real Estate, Tax-Deferred 1031 Like-Kind Exchanges. and other Investments
Savings for College, Retirement Planning & 401Ks
Describe a recent event you are fond of.
I had a builder who could NOT file his returns ( as his accountent passed away in 2010) for last SEVEN years when the downturn had come in Real Estate. He almost went belly-up becaucse he did NOT get paid due to bankruptcies; he lost his home as well! I successfully planned, organized, and filed his Federal, NY & NJ returns presenting his case to the IRS with documentations. IRS WAIVED all the late fees, & penalties!
He is now current with Federal & States. I also take care of LOTS of my Clients with complex Investments & Real Estate Rentals Returns!
What advice would you give a customer looking to hire a company in your area of expertise?
1. Highest Ethical & Professional Credentials
2. In-Depth Knowledge & Experience in Income Taxes & other related areas
3. Good Referrals from Clients for Client Satisfaction with optimum Results
What questions should customers think through before talking to companies about their needs?
1. How can I optimize my Refunds by using right deductions allowed by law>?
2. Do I know where I stand in terms of complexities & Law?
3. How can I get the very best help available in the area I live to get my taxes done at a minimal cost while achieving my family's & my Goals & objectives met & exeeded?
4. Get several referrals & quotes