Thank you for visiting my Thervo profile.
My name is Barbara Brown. I am a Trusted Tax Pro, Authorized IRS E-File Provider, Licensed Life Insurance Agent, Financial Consultant, and President of The Tax Lady, a company I started in 1991 to provide professional tax accounting and consulting services to individuals, investors, entrepreneurs, family owned businesses, and small business owners.
The Tax Lady is listed as one of the best tax firms in the city of Houston by Expertise.com and has earned a customer trust rating of 4.2 across Google, Yelp, Thervo and Facebook.
What We Do For You:
We provide Organization, Accountability, Objectivity, Proactivity, Education, and Partnership to help you succeed in accomplishing your financial goals.
We provide expertise, experience and knowledge in 1) tax planning, tax preparation, tax problems; 2) personal financial planning, 3) business advisory and planning, (entity formation, incorporation, licensing, loan documentation, cash flow management, and 4) small business bookkeeping, payroll, accounting software programs, etc.
We provide clarity, preservation of wealth, and peace of mind.
We provide a website, technology platforms, and financial systems that make it convenient for you to do business with us. Our client portal allow you to upload your information at any time of the night or day and receive feedback via email, text, phone, or chat to convey information and keep everyone informed of project status.
If you like what you have read so far, I invite you to continue reading and reach out to me to get the professional assistance you need.
I enjoy the diversity of clients that I get to meet and work with and the opportunity to deliver the assistance required for their unique projects.
I enjoy sharing my expertise, skills, knowledge, and lessons learned while working as an Accountant, Auditor, Tax Consultant, Finance Manager, Bookkeeper, Teacher, and Technology Professional to make life better for my clients.
I enjoy helping my clients resolve tax problems, legally reduce tax liabilities, start businesses with the best business structure to partake in the wealth that is generated, set up the systems to track and manage their financial transactions, based on sound information, and prepare for their financial future.
The Professional Services rendered were amazing.... From tax preparation to Business planning as well as Financial Advice.... Hands down would recommend This Amazing Tax lady to anyone Needing Financial services....
Mrs. Brown is a God-fearing woman very articulate and intelligent and I appreciate her patience and Look forward to working with her again I 100% Recommend her services
Her knowledge on tax rates!
Mrs. Brown was very efficient and professional at all times.
When a new customer reaches out to us (via our website, email, phone, or fax) we contact them via phone, zoom or meet with them in the office to 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 the initial retainer, and we start the work per the agreed upon scope.
The client's information can be uploaded to our client portal, emailed to me, or faxed.
I have a Bachelors Degree in Business Administration and Accounting with over 30 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 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.
My billable rate is $175 - $225 per hour based on the 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.
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.
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.
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.
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.
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.