About
I am proactive with my clients and I have many clients that have been with me for over 30 years. Many have become friends as well
I enjoy helping my clients save taxes by using strategies to maximize thier savings
Highlights
Specialties
Special tax situations
Employment status
Filing status
Photos and videos
Reviews
Juanita V.
Frequently asked questions
What is your typical process for working with a new customer?
I set up a portal account for the client (free to them) so they are able send me their tax files. I can also send them files and returns. The portal is very flexible and keeps data their for a long period of time.
I would like a copy of the prior year (or last return filed) so I can get data that may be useful for the current year.
What education and/or training do you have that relates to your work?
I'm a certified public accountant for over 35 years. I have personal as well as business clients at all income levels.
Do you have a standard pricing system for your services? If so, please share the details here.
I estimate how much time I will need to spend on a particular tax return, and use that as a guide to pricing.