About
If you are looking for a Financial & Tax Professional to prepare and e-file your income tax returns with accuracy, efficiency and integrity then you are in good hands.
My 30+ years of experience as a financial analyst/project manager in the Financial services industry have prepared me to provide the highest standard of quality tax service as professional tax preparer. I also offer 20+ years of experience in Federal, NY & NJ State Tax Returns.
In addition, I completed the 2019 NY State taxes registration education requirements, and met all the IRS requirements for a professional tax preparer. I also completed the Drake Tax Software training.
I enjoy seeing my clients' reaction after I conduct a thorough review of their income tax returns with them. I make sure my clients understand their income tax returns before I e-file them, and answer frankly questions or concerns they might have.
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Melissa P.
Danie B.
Parnel M.
Frequently asked questions
What is your typical process for working with a new customer?
Review my clients' prior year Income Tax Returns for consistency.
Go over tax questionnaire with my clients to determine their filing status, and ensure all applicable taxable income and expense deductions are captured.
Contact my clients to ask additional tax questions as needed to efficiently prepare their tax returns.
Ensure my clients provide his/her checking or saving account information for direct deposit of their tax refunds.
Ensure my clients meet all requirements to e-file his/her tax returns.
Review the tax returns with my clients to ensure they are satisfied before e-filing them.
Provide tax advise to my clients.