About
Reasonable rates and friendly service.
Quick response time. I pride myself on making sure my clients tax take full advantage of every tax break they are entitled to receive.
Every client is a different story, a puzzle, that I enjoy solving. I don't view the experience as a single trasnaction; always looking to provide advice that will help serve my client for many years to come.
Photos and videos
Reviews
David W.
Claudia P.
Jeanne w.
LJN L.
Frequently asked questions
What is your typical process for working with a new customer?
Free intial consultation call by zoom or phone.
Transfer of sesitive data files over secure server.
Ask many questions to understand the full picture, ensuring nothing gets missed. Review of previousn years for potential savings is a standard practice.
What education and/or training do you have that relates to your work?
I am a registered IRS tax preparer and have been completing returns for individuals and small businesses for 20 years.
MBA degree with Executive management experience, including finance and tax preparation.
Do you have a standard pricing system for your services? If so, please share the details here.
My prices are based on the estimated time required based on our initial discussion.