KPO Tax Preparation Services
About
I take care and pride in my work. I want to give my clients the best experience and results possible.
I can meet you personally, taking health and safety precautions, work via telephone, or arrange a ZOOM call. At your convenience and preference.
For tax preparation, we have a simple drop off arrangement to save you time, and expedite our services.
Meeting new people, and the satisfaction that I have alieviated some of your concerns.
Highlights
Payment methods
Specialties
Special tax situations
Employment status
Filing status
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Start with our first meeting or call.
Listen to the customer to get a clear understanding of the situation.
Work on the tax return, and review results with the client.
I will work to make sure that I have all of the information needed to complete an accurate return.
What education and/or training do you have that relates to your work?
MBA from Penn State University, 2009
Tax Specialist certification from H&R Block, worked for Intuit for 4 years,
Over 7 years of experience as tax professional, 15 years as a benefits and insurance advisor.