About
Unlike other tax professionals, I don't promise big refunds. What I do stand behind, is that I will use my 20 years of tax knowledge and small business expertise to make sure you get the best outcome. It might very well be a large tax refund, or, it might be a reduced tax liability if you should owe a balance. It just depends.
Once you hire my services, I become your Personal Tax Strategist to your life and business.
I enjoy helping middle to high-income Self-Employed and Small Business Owner, to protect their money. There is no "one-size, fits all" when it comes to the business of taxes. You need a tax professional with the right experience for your particular need.
Highlights
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Robert J H.
Frequently asked questions
What is your typical process for working with a new customer?
I primarily operate a digital and paperless office, therefore all services are done remotely. We will exhchange documents through a client portal on my website, or through a shared Google Drive folder if you use Gmail. Documents can also be emailed or faxed over.
I'm also available for Facetime meetings and Zoom Video Conferences.
Fees are quoted ahead of time, and you can conviently pay thorugh the digital invoice just like you place orders for everything else online.
What education and/or training do you have that relates to your work?
I've been in the Tax industry for over 20 years. I am an IRS Authorized e-Filer and each year I complete their Annual Filing Season Program which refreshes me on all the tax law changes. I am a NY resident. NY is State that requires tax pros to keep their education up-to-date, therefore I am also a New York Registered Return Preparer. I am currently studying for the Enrolled Agent exam which is a licensed credential faciliated through the IRS.
Do you have a standard pricing system for your services? If so, please share the details here.
I do not offer flat rates. Each situation with clients differs, and it dependds on the time needed to achieve the best results for your taxes or other business matter. But, to save time, I will quote your fee ahead of time, so that you can decide whether or not you want to move forward.
How did you get started in this business?
Growing up as a child, I've always loved Math and dealing with numbers. Once I grew up and learned about an industry called Accounting...it was a no-brainer. Now beyond taxes, I also help people from all over the United States to start and develop their own business.
What types of customers have you worked with?
Middle to high-income entrepreneurs are the ciients that are best suited for my service. Here are some of the industries I specialize in: Nurse Anesthetists, Professional Hairstylists, Master Barbers, Professional Makeup Artists, Online Shop Owners, Event Planners, Private Caterers, Professional Organizers, Interior Designers, Small Restaurant Owners, and Food Trucks.
What advice would you give a customer looking to hire a pro in your area of expertise?
As I mentioned in another answer, not all tax professionals are created equal, so it is really in your best industry to search for someone who knows and understands your type of situation. Even if you're not a business owner, maybe you have children who are about to go to college, or maybe you've recently gotten married, or divorced, bought a home, and other life changing events. The tax pro you hire, should have experience in any of the above situations that apply to you. One client of mine who became a client in 2018, had previously been serviced by a CPA who was filing the personal and business taxes incorrectly simply because the CPA didn't have a full understanding of what was involved with this client's particular situation.
What questions should customers think through before talking to pros about their needs?
If you are simply basing decisions on who's the cheapest, that is already the wrong approach. We all know you honestly get what you pay for, and a cheap tax service provider may wind up being more harmful than good. Some can't be trusted with your confidential information. Then you have those who will make a huge mistake and cost you a bigger problem with the IRS. Don't be fooled by credentials behind name. Ask about their experience.