At Tax Strategi, we wholeheartedly believe that every customer whether business or personal has to effectively plan for their yearly taxes throughout the year. Everyone's plan is different and believe we are your trusted accountant that is as committed to your success as you are.
Our practice has over 25+ years of experience in income taxes and has over 15 years of accounting and bookkeeping experience.
Visit our website: www.taxstrategi.com
Follow us on Twitter: https://twitter.com/TaxStrategi
Follow us on Facebook: https://www.facebook.com/taxstrategi/
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Frequently asked questions
What is your typical process for working with a new customer?
Our process consists of an introductory call, a face-to-face meeting at our office or the potential client's office, a welcome letter and engagement letter, and then work begins.
What education and/or training do you have that relates to your work?
BBA in Accounting from the University of Houston
Do you have a standard pricing system for your services? If so, please share the details here.
Our prices vary depending on the needs of the client but we believe we are very competitive in our pricing.
How did you get started in this business?
While attending the University of Houston and obtaining my degree in accounting, I started preparing simple tax returns for friends and family, planning for the future of having my own tax and bookkeeping practice.
What types of customers have you worked with?
We have customers from all industries, big and small. We are passionate to take on startup businesses because we feel they need the most help when starting. We also take on big businesses that need to reorganize their business to bigger and better things.
Describe a recent event you are fond of.
I remember a partner at the firm I initially started my internship with, GD&D, a Houston middle market firm, once told me I could do anything I put my mind to because I had "It". That he would like to be part of my success, no matter if I was at a tax practice or doing anything else. That I was born with that quality and that many of my peers didn't have it, but they had one thing over me, which was experience. I think over the years of being committed to my career and clients, I understand what he meant.
What advice would you give a customer looking to hire a pro in your area of expertise?
To ask a lot of questions and layout expectations and how a pro can meet and exceed them.