About
Our practice loves to help small business start and expand their company with tax strategies. We provides insight and guidance to the help individuals and small business start with the right business entity. Our office is open all year and we provide individuals and small business financial direction throughout the year. So if you are making retirement decisions or deciding on cash flow decisions we are here.
Tax preparation, planning, bookkeeping, business entitiy, insurance are some of the services that we provide.
I absolutely love helping visionary/business owners expand their business with tax and insurance strategies. I understand that every business owner is passionate about their skill so I can see the financial and insurance risk factors that the business owner may not see.
Reviews
kevin f.
Frequently asked questions
What is your typical process for working with a new customer?
Our practice works with our clients the way that works for them.
Virtually or Face to Face.
Our typical process is to submit an invitation to our safe and secure portal. Once the information is filled out and all documents are placed in the portal I will schedule a quick zoom or phone call to discuss the information and documents recieved.
I will answer and client questions discuss payment and begin the work. Once the work is done client will submit payment and we will schedule another zoom/phone call and go over all of the details of the tax return and discuss a brief plan to prepare for the update coming year.
E-signature request are sent to the client. Once all documents have been signed. I will electronically file the return and release copies to the client through the portal.
Clients will have access to their portal all year so we can discuss any questions and the client can always retrieve their return.
What education and/or training do you have that relates to your work?
I have successfully prepared tax returns since 1994. I have assisted clients with starting businesses, churches and submitting responses to the Internal Revenue Service. I am apart of professional tax organizations, bookkeeping organizations. Our practice is constantly training on the tax laws through IRS classes, CPA classes and several other avenues to constantly strive for excellance.
Do you have a standard pricing system for your services? If so, please share the details here.
Our prices vary based on the scope of services.
Our min. tax prices begin at $100-$450 for an indvidual tax return.
Business returns (Partnership, S-Corp, etc) min. $350-up. These services depend on payroll, bookkeeping, etc.
How did you get started in this business?
I have been in partnership since 1994 with another tax service and in 2018 I began my own practice. This practice offers a expand scope of services and we service a different clientale.
What types of customers have you worked with?
I have worked with professional W2 individuals, heavy cash flow business owners, 1099 business owners, non- profit organizations, partnerships, and S. Corps.