About
I am a BBB acredited business.
Highlights
Payment methods
Specialties
Special tax situations
Employment status
Filing status
Photos and videos
Reviews
Liyu X.
Stanley J.
Matthew H.
Katherine M.
Michael C.
Franklin S.
Frequently asked questions
What is your typical process for working with a new customer?
Most clients are looking for the best price but that should NOT be the main concern.
Our process when working with a new client is to ascertain what exactly you need and give you the best price on your financial situation.
Be it TAXES, Letter from The IRS or your state , bookkeeping....
Please keep in mind when asking for a quote here that the price is subject to change depending on what you actually need.
What education and/or training do you have that relates to your work?
Bachelor's in Taxes and Accounting
Yearly IRS and states CPE courses
Been doing Taxes and Accounting for over 30 years
Do you have a standard pricing system for your services? If so, please share the details here.
My pricing depends on what forms are needed.
If Bookkeeping, Reasearch, or calls to a tax entity is need that is usually additional.
How did you get started in this business?
Please ask me personally...
Just know it has to do with a "paper mill".
Paper Mill ~ What I call business that just want to get you in and out, take your money, and has doesn't stand beind thier work.
What types of customers have you worked with?
I have worked with all types of clients... I do NOT consider clients as different no matter where you are, who you are, or your financial status. I have worked with clients that are just starting out to clients that have worked for many years. From those who have very little to multi-millionaires.
I consider everyone that same and treat everyone that way....
Describe a recent event you are fond of.
I have several please feel free to ask.
What advice would you give a customer looking to hire a pro in your area of expertise?
Talk to several different Pros...
Go with the one you feel you can trust.... PERIOD.
You are handing over all your personal information to this person.
What questions should customers think through before talking to pros about their needs?
I consider no question to small or too big.
Everyone has to learn somewhere.