KAI Mobile Tax Service
About
KAI Mobile Tax Service is an independently owned and operated tax preparation and planning business serving tax paying communities for 21 years. We stand out by offering convenient service to our customers, traveling to meet them where they are.
I enjoy everything about the work that I do for my clients, from meeting and greeting new people, to getting to know them, to enjoying the opportunity to serve them on multiple levels. Not just their tax needs, but also assisting other aspects of managing their businesses and their financial lives.
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Frequently asked questions
What is your typical process for working with a new customer?
I typically conduct an intake to determine the needs of the customer.
Next, I schedule an appointment to meet with the client to fulfill their needs.
What education and/or training do you have that relates to your work?
I have a Masters Degree in Financial Management and a second Masters Degree in Business Administration. I have worked in the Budget and Finance arena for over 30 years.