About
Experience--over 25 years as an independent tax expert specializing in small/medium-sized businesses
Expertise--Enrolled Agent licensed since 2007 by the Department of Treasury with the ability to provide tax services in all 50 states and to represent taxpayers for audits, collections and appeals before all administrative levels of the IRS
Enjoy helping people pay as little tax as legally possible
Highlights
Reviews
Otis K.
Frequently asked questions
What is your typical process for working with a new customer?
1. Preliminary interview to outline services
2. Review documents and clarify information
3. Prepare return
4. Review with client
5. Invoice (may require initial deposit depending on scope of work)
What education and/or training do you have that relates to your work?
Enrolled to practice before the IRS. Enrolled Agents are the only taxpayer representatives who receive our right to practice directly from the Dept of Treasury; CPA's and attorneys are licensed by states, therefore, I am licensed to practice all over the US.