The Tax Lady

The Tax Lady

4.8 (4)
1 hire on Thervo
2 employees
29 years in business

About this pro

I am a degreed Accountant with over 20 years of experience and expertise in business, taxes and financial management. I use the latest technology and software to efficiently and quickly schedule appointments, respond to your needs, complete assigned work on time, and keep you abreast of tax law and business changes.

I deliver topnotch, personalized business and tax services that are professional, accurate, and affordable. Our office is conveniently located on the Southwest Freeway and we are available year-round to assist you in solving your concerns and meeting your goals.

I love solving tax, business, and financial problems of my customers and helping them to pay less, fear less, and keep more of the wealth they have earned.

Read more about this pro


Credentials

Houston, TX 77074
Email verified
Phone verified

4 Reviews

4.8

  • Aaron W.

    Her knowledge on tax rates!

  • Relounda R.

    Mrs. Brown was very efficient and professional at all times.

  • Amalia

    She is super experienced in tax related information she works with individuals and families well she is helpful with any information you ask or need. Over all a wonderful person to work with.

  • Larry B.

    Polite very knowledgeable and hard working. She went above and beyond to make sure I was getting the best possible filing for my situation.



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FAQs


What is your typical process for working with a new customer?

When a new customer reaches out to us (via email, phone or fax) we contact them or meet with them in the office and discuss their primary needs and answer their questions about our services and we also provide an initial quote of the fees.

If the customer wants to proceed, we provide them an engagement letter that details the service to be provided by us, documents they must provide, our fee, payment terms and expected completion date.

If they agree on the proposal, they sign the engagement letter, pay a retainer and we start the work per the agreed upon scope.

The client's information can be brought to the office and dropped off, uploaded to our client portal, emailed to me, or faxed.


What education and/or training do you have that relates to your work?

I have a Bachelors Degree in Business Management and Accounting with over 25 years of experience in accounting, bookkeeping, auditing, payroll, tax, financial system implementation, strategic planning and business operations.

In addition I am an experienced Finance Manager formerly tasked with overseeing an agency's $100 million budget and supervising Certified Public Accountants, Senior Accountants, Accounts Payable, Accounts Receceviable, Payroll and IT staff in all of finance and accounting functions of the department.

I am a professional consultant skilled in providing high quality tax and business services to individuals, for profit and non profit businesses.

I stay up to date in my accounting knowledge through reading, continuing education, and attending webinars or workships pertaining to the services I provide to clients. I am skilled in setting up, customizing, training users, and maintaining QuickBooks and Sage Peachtree software in my own business as well as with my small business clients. I am also skilled on MS Office, outlook mail, word, excel and powerpoint as well as Google applications and social media platforms.


Do you have a standard pricing system for your services? If so, please share the details here.

My billable rate is $175 - $225 per hour based on the business service requested. I also offer some services with a fixed rate, however the actual rate cannot be determined until I have spoken to the customer and determined what work is required and when it is needed.

Tax preparation fees are based on the complexity of the client's tax matter as determined by the types and number of schedules and forms required.

Audit representation fees are higher because higher levels of tax expertise are required in representing a client before IRS.

A formal fee is always detailed in an engagement letter and presented to client for approval before any work is started.


How did you get started in this business?

I started preparing tax returns part-time for a regional finance firm while working full-time as a senior accountant. Customers requested me as their tax preparer because of my accounting knowledge, technical ability to solve problems for customers from all walks of life in the US.

After being promoted to a finance department manager for a non-profit ageny, I was selected by the Executive Director to teach a bookkeeping class to non-profit orgnizations. I was also asked by a colleague in the small business community to conduct workshops and seminars on business planning, financial management, and tax topics to startups and early stage entreprenuers.

Volunteerism led to consulting opportunities that became game changers for the clients that I served and I was hooked.


What types of customers have you worked with?

I have worked with individuals, executives, independent contractors, and entrepreneurs from virtually every industry with budgets ranging from $0 to $29,000,000.

My services have been retained by startups, non-profit organizations, governmental agencies, construction trade contractors, electrical contractors, HVACs contractors, realtors, investors, truckers, doctors and nurses, convenience store owners, inventors, automotive repair companies, restaurant franchise owners, engineers and architects, security staffing firms, lawn care and retail nursery providers, machinery and fabrication shops, law firms, and many more small businesses.


Describe a recent event you are fond of.

I was asked to incorporate a company and form a 501 c3 non-profit tax exempt entity by 3 women in honor of a sister who died 6 months after being diagnosed with cancer. The deceased sister had never married or had children. She worked as a social worker in a hospital and every year for over 15 years she emptied her savings and bought christmas toys for children whose parents were unable to do so. Her love for children and compassion for families was continued as a result of the formation of the non profit bearing her name.

I felt honored to have played a role in keeping her vision alive and helping her family members to structure the business and guide them in developing the by laws, budgets and other documents required to operate in excellence.


What advice would you give a customer looking to hire a pro in your area of expertise?

I would tell them to hire a knowledgeable professional with a proven track record in the services being sought. Hire someone who is not condescending or aloof, but has empathy and genuine concern for the best interests of every one of their clients.

I would advise them to hire someone who is available year round, who is stable, reliable, convenient, personable and willing to answer your questions and to honestly inform you of what you need to know and not just what you want to hear or do.


What questions should customers think through before talking to pros about their needs?

They should know the service(s) they want and the fee they are prepared to pay.

They should ask the pro about their education, length of time in business, how they work with new customers, office hours, availability, references, guarantees, payment terms, estimated completion dates of project, cost for unforseen expenses and how they will be informed by consultant.


Services offered

Accountants Bookkeepers Business Coaches Business Consulting Services Business Plan Consultants Business Tax Preparation Financial Advisors Payroll Services Individual Tax Preparation IT Consultants Tax Accountants Tax Preparation Services Document Preparation Services Incorporation Lawyers