
About
I have a passion in serving others and seeing them achive their goals. I have the desire to understand people's goals, their dreams, their feelings and their fears. I take psychological ownership for anything I commit to.
I have been in the financial industry for over 14 years, worked for major Financial Bank and Brokerage Firms. I have a Bachelor's degree in Economics (Major) with Math (Minor) and a Masters in Business Administration (MBA, concentration in Accounting)
I give great attention to details and focus on accurancy, timelines and deadlines to accomplish goals.
I offer Tax preparation services as well as Credit restoration (Credit repair) services
https://www.facebook.com/prestigeservicescenter/
Being able to make a difference in the lives of the people I serve bring me so much joy and fulfillment. I enjoy helping clients solve accounting or financial problems they might be having and also enjoy helping them improve on their credit scores. Organizing their financial books and saving them money, I love to do.
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Frequently asked questions
What is your typical process for working with a new customer?
Once I receive all necessary documents from client, I go through a Q&A with the client to ensure that no additional information, deductions and/or credits are missed. It is very important for me to hear and know the customer's background, so that I may ensure that we file with the most advantageous outcome possible for them.
What education and/or training do you have that relates to your work?
Bachelor's Degree in Economics and Math
MBA with a Concentration in Accounting
10+ years of experience preparing returns
Do you have a standard pricing system for your services? If so, please share the details here.
Individual Filing - $150
Additional Fees:
Spouse - $30
Dependents - $10 each
Itemized Deductions - $40
Business Income/Expenses - $80 minimum
Rental Property Income/Expenses - $170 minimum
Deduct Prep Fees from Refund - $50
Referral Discounts are available.
How did you get started in this business?
I have always loved numbers and enjoyed solving any numbers problem since I can remember. Family and Friends always approached me for their financial needs and I have always been glad to be of help to them. So I decided start a tax preparation business to help others as well since it is my passion.
What advice would you give a customer looking to hire a pro in your area of expertise?
It is important to know that they have a background in Taxation and few to several years of experience in the field. That they are personable and friendly to walk you through any tax concerns you may have or been experiencing.
What questions should customers think through before talking to pros about their needs?
Clients should be prepared to provide as much details as possible, but the tax pro should be able to ask through their Q&A process to gather all the necessary information as well.