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
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.
Prepared my 2019 Tax return. Very responsive and punctual.
Will definitely use them next year. Highly recommend.
Received excellent service. Provided quick and efficient service.
Vera took time to understand my tax needs and delivered in a timely manner. My first time to use virtual tax services and she gained my trust.
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.
Bachelor's Degree in Economics and Math
MBA with a Concentration in Accounting
10+ years of experience preparing returns
Individual Filing - $150
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.
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.
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.
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.