About
Full service tax preparation and consulting. Licensed CPA's. Payroll and Quickbooks services. Incorporation of businesses.
I love serving clients and solving problems, especially when families can't find an accountant to get them out of 'jams' with the IRS. All clients that land with me, stay an average of 10 years or more and most to their retirement years. They come to me to meet their financial goals.
Reviews
Betsy B.
Frequently asked questions
What is your typical process for working with a new customer?
Phone call, meet in person home office, WebEx session.
What education and/or training do you have that relates to your work?
CPA. I am up to date on all relevant continuing professional education.
Do you have a standard pricing system for your services? If so, please share the details here.
Please call for specific pricing. Every project varies - it is impossible to quote pricing here. I consult investors on pricing. Pricing should never be the first choice of any buyer. If pricing is the first choice, the client is typically faced with the reality "you only get what you pay for". Typically the low price bidder will cut services and quality and the client will pay more in re-work, potential IRS sanctions, missed deductions and careless errors. Most providers that are 'low price' can't handle complex IRS issues, when a savvy accountant is needed for those services. I reward loyalty when a client faces those issues from a long standing relationship.
How did you get started in this business?
Enjoyed serving customers after leaving the "big box" firms.
What types of customers have you worked with?
All types and sizes.