About
Just like an old fashioned Doctor, I make house calls. I offer very personal, confidential tax preparation service. At age 14, my mother taught me tax preparation over the kitchen table. It has been a passion of mine ever since. After serving four years in the US Air Force, The University of Texas at Austin conferred a degree in Accounting on me, and then I earned an MBA from Seton Hall University.
Tax preparation is in my DNA. Since age 14, I have been preparing tax returns for family members. I recall at the time, the highest tax rate was about 90 percent. Was I missing something? How could someone work and pay the government 90 percent? I have been passionate of preparing tax returns ever since.
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Frequently asked questions
What is your typical process for working with a new customer?
Establishing a new client starts with a face to face meeting, reviewing last years tax return, and listening to the clients concerns.
What education and/or training do you have that relates to your work?
My education consists of a BBA in Accounting from the "Harvard of the South", The University of Texas at Austin. Their Accounting program is currently rated Number 1 in the United States. I have received an MBA from Seton Hall University. I am also a member of MENSA.
How did you get started in this business?
At age 14, my mother taught me tax preparation over the kitchen table. I have been passionate about tax preparation ever since.
What types of customers have you worked with?
My speciality is Individual and Small Businees clients.
Describe a recent event you are fond of.
My grand daughter is two and one half years old. Over Thanksgiving dinner at a local restaurant, she ate like a tiny adult. I am very fond of her.
What advice would you give a customer looking to hire a pro in your area of expertise?
Before a customer hires an accountant, make sure you can communicate with the person.
What questions should customers think through before talking to pros about their needs?
Let the pros ask the questions. They have the experience to know what to inquire about.