About
20+ years of Income Tax Prep experience for individuals and businesses.
Started my business due to the frustration I saw people had with the long turnaround times and the high costs of CPA firms.
Fast and accurate service with a consult that reviews what you can do to position yourself better in the upcoming year. All at a price that is reasonable and saves you both time and money when compared to CPA firms.
Love being able to help clients solve their issues, position themselves better to understand their tax consequences for actions they take throughout the year and give them the peace of mind that they are going to be alright.
Highlights
Reviews
Amy W.
Frequently asked questions
What is your typical process for working with a new customer?
An initial meeting to review their current and past situations in relation to their return. Review of previous returns. Collection of all necessary documents for current year. Preparation of return. Approval of client to file.
What education and/or training do you have that relates to your work?
Nearly 30 years of individual income tax preparation experience. Yearly 20+ hours of Continuing education focusing on state and federal tax codes.
How did you get started in this business?
Always had an interest in finance and accounting and started working with a local CPA nearly 30 years ago.
What types of customers have you worked with?
Individuals residing in 27 states.
Small Businesses in 6 states.
What advice would you give a customer looking to hire a pro in your area of expertise?
Focus on someone who will be invested and interested in you and not have your work done by some inexperienced junior employee. Make sure you are important to them,
What questions should customers think through before talking to pros about their needs?
How has my situation changed from prior years?
Do I expect my situation to change in the near or intermediate term and if so how will they work with me?