About
We take the time to educate every client and make sure that they receive all of the credits and deductions that are available to them according to their filing status! We also offer more than tax preparation services. We care about the success of our clients, because when they succeed; We Succeed!
I have been in the tax and small business consulting industry for over 20 years and I still enjoy every moment of being able to service our clients. At Evergreen Business Solutions (Alpha and Omega Tax) we take pride in assisting our clients in their endeavors whether it be from and individual, small business, or corporate level.
I guess you can say, "I'm a tax nerd!"
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Frequently asked questions
What is your typical process for working with a new customer?
Intial Free Consultation In-person or phone interview
Secure copies of Identification, Income Statements, Expense Log, Bank Statements, Receipts, etc.
Prepare Return(s)
E-file Return
Invoice Client
What education and/or training do you have that relates to your work?
I attended Winthrop University where I studied Psychology and Sociology. I became interested in the tax industry in 1998 and received my training and certification through H&R Block. I opened my first office in 2007. I merged Alpha & Omega Tax Services with Evergreen Business Solutions Corp, LLC in 2017 to be able to offer more services to my business clients such as tradelines, business funding, corporate structure, etc... I have over 20 years experience in the tax industry specializing in individual, small business, corporate, investments, real estate, and non-profit tax returns!
I have over 12 years mortgage and small business lending experience.
I also offer graphic design, credit repair, marketing, and notary services.
Do you have a standard pricing system for your services? If so, please share the details here.
My Standard pricing is as follows. (All pricing is minimum)
Individual Returns: Basic $200
Small Business Returns: $400
Corporate Returns: Custom Quote Only
How did you get started in this business?
I became interested in the tax industry in 1998 and received my training and certification through H&R Block. I opened my first office in 2007. I merged Alpha & Omega Tax Services with Evergreen Business Solutions Corp, LLC in 2017 to be able to offer more services to my business clients such as tradelines, business funding, corporate structure, etc... I have over 20 years experience in the tax industry specializing in individual, small business, corporate, investments, real estate, and non-profit tax returns!
I have over 12 years mortgage and small business lending experience.
I also offer graphic design, credit repair, marketing, and notary services.
What types of customers have you worked with?
Individual employees, home-based business owners, corporate executives, investors, realtors, real estate investors, entrepreneurs, non-profits, hispanic
Describe a recent event you are fond of.
Helping a new client with inherited property and capital gains return whose previous tax professional wasn't knowledgeable about that particular return. I won over a new client. Yay..
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you check the credentials of that professional. Also, pay attention to if they volunteer to educate you on your return and offer potential credits, deductions that you can use to your advantage throughout the year.
What questions should customers think through before talking to pros about their needs?
What benefits and credits or deductions pertain to your tax situation.