About
Specializing in Self-Employed business owners, our Christian-based firm has assisted hundreds of individuals over the past 24 years. Our motto is "Integrity and Accuracy."
Trained yearly in tax preparation, registered by California Tax Education Council (CTEC), IRS Annual Filing Season Completion and Electronic Filing provider.
I enjoy helping people organize their lives and their business.
Highlights
Reviews
Elizabeth E.
Frequently asked questions
What is your typical process for working with a new customer?
New customer -
Schedule a meeting to receive documents.
Process documents and prepare tax filing forms or monthly/yearly bookkeeping spreadsheets. Inform client of outcome. Bill client and receive payment. File or finalize documents for client. Deliver to client.
What education and/or training do you have that relates to your work?
Multiple years of annual training through The Tax Institute.
Registered by CTEC for tax preparation.
Microsoft Word, Excel, PowerPoint, Quickbooks Pro, ProSeries Tax Software trained.
IRS Annual Filing Season Completion.
AA Degree in Business Administration plus additional college courses in upper degree math, business, tax courses and English.
38 years of employment as Secretary, bookkeeper, Administrative Assistant, Payroll Department Asst., including budget preparation; financial spreadsheets and graphs.
Do you have a standard pricing system for your services? If so, please share the details here.
Flat fee of $75.00 for 1040 tax preparation*
*Additional forms are charged at $10.00 per form, as needed.
Bookkeeping is billed at $15.00 per hour.
How did you get started in this business?
My father prepared his own taxes, as well as my uncle. I watched alongside as they worked and became interested in doing my own taxes. I excelled at math in school and decided to take the HRBlock class back in 1994. i started my own business in 1996 and have enjoyed helping people through the process ever since. We moved to Texas in 2018 and i am ready to meet some new neighbors.
What types of customers have you worked with?
My customers have been single, married, self-employed, retired, friends, family and new acquintenances.
Describe a recent event you are fond of.
Since moving to Texas, I have enjoyed getting to visit churches, local businesses, festivals and events. I have been in attendance at a City of Weatherford Chamber of Commerce meeting, having heard the heart of the Mayor. I am very excited at the prospect of coming into relationship and assisting our communities.
What advice would you give a customer looking to hire a pro in your area of expertise?
If you are looking for integrity and accuracy in your business bookkeeping/taxes, or your personal taxes, I would be glad to help you. My years of experience and training help me gain the greatest return possible for your tax situation.
What questions should customers think through before talking to pros about their needs?
What scope of assistance are you seeking? If you need monthly help with accounts payable, accounts receivable, payroll or bookkeeping, I am here to help.
For help with current or past year tax returns, my expertise and convictions are available to help walk you through your particular situation. My reasonable rates and quick service can help prevent you from suffering through the tax process.