About
I am a tax analyst and a tax developer with more than 20 years of experience in tax industry. I have superior accounting skills and thorough knowledge of all tax laws regulations and current updates. I possess both Master’s and Bachelor’s degrees in Finance, Certified Public Accounting (CPA) and Enrolled Agent (EA).
I like to help people reach their financial goals and make their today financial better than yesterday. I enjoy talking about financial sector (stocks, economy, etc.).
Highlights
Photos and videos
Reviews
Elizabeth S.
Nagarjuna M.
Sara B.
Robert J.
Frequently asked questions
What is your typical process for working with a new customer?
With changing technology, I try to do everything online (texts, emails, or phone calls). After hiring, I will send secured link to request information I need to prepare your tax return. This includes letter of engagement, questionaires related to your tax situation, and tax documents. After receiving these information, I will prepare your tax return. Final review will be sent before completion of your tax return. And, last but not least, I will collect payment after everything is done.
What education and/or training do you have that relates to your work?
1. Certified Public Accounting (CPA) license
2. Enrolled Agent (EA) license
3. MBA in Accounting and Finance
4. MBA in Finance
5. BA in Finance
Do you have a standard pricing system for your services? If so, please share the details here.
My fee will be based on the complexity of your return and tax situation. My promise to you is, it will always be REASONABLE + AFFORDABLE.
How did you get started in this business?
I started as a business tax analyst at Thomson Reuters in 1999. Currently, I am working as a tax analyst and developer at Intuit. Intuit is the company behind Turbo Tax, Mint, Lacerte, Proconnect, Quickbooks. After many years of experience in tax and financial sector, I decided to use my skills to do tax preparation on the side.
What types of customers have you worked with?
Individual Tax Returns
Describe a recent event you are fond of.
I love travelling and taking pictures.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find a pro that can take your stress away and put a smile on your face.
"Peace begins with a smile" - Mother Theresa