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
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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.