We are more than just an accounting firm that does taxes, bookkeeping, financial statements, or planning, etc. As the Senior Accountant at CGM Accounting Inc., I and my staff pride ourselves on maximizing your refund by taking the time to get to know you and your circumstances in order to offer all the available credits and deductions for the tax year. We pride ourselves on being on top of the latest changes in the law and making you aware before the changes affect your pocket. We also offer financial advice throughout the year for any changes that transpire through the year so that there is never a hiccup when tax time comes.
As Senior Accountant for CGM Accounting Inc., I can truly say I LOVE my job. I love working with each client individual and dealing with their circumstances when it comes to finances, business, taxes, etc. It gives me great pleasure to save a client additional money in any way, whether from an IRS or State Penalty Reduction, finding an additional deduction that is permitted on their taxes, or even just something simple as saving a business money by showing them the alternatives to the way they are doing things. I enjoy working with my clients because I enjoy making the business or tax return process as easy as possible. It’s the only way to succeed and I love to see my clients succeed.
The staff makes new staff and clients feel comfortable, a fun environment.
Each client is unique therefore I do not have a typical process of working with an individual or a business. I base how I work with my client on their needs and I try to make it convenient to work with me.
I have a Master’s in Accounting and a BS in Finance. I am certified as a Tax Preparer for the IRS and do IRS continued education yearly.
Pricing starts at $165.00 for a personal return with w-2 income. Prices vary depending on amount of work needing to be completed for the individual or business.
I got started when I was 14 years old working in my father's sewing factory. I used to not only be the floor manager when my parents were gone managing a staff of 13 woman, but I was the one that handled all of the ledgers. Of course, my father checked my work, but this is how I came to love doing business books and helping people grow.
I have worked with customers in the Artist and Music Production Industry, Automotive Industry, Booking and Talent Industry, Construction Industry, Hauling Industry, Landscaping Industry, Real Estate Brokerage and Agents, Sports Teams, Tele-Communications Industry, and Trucking Industry.