Offers online services
About
I am a CPA who specializes in the following areas: Bookkeeping, Business plans, Incorporate business, Tax Preparation, Notary, Living Wills & Trust, PoA.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Tax planning, College planning, Trusts or estate planning
Photos and videos
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Reviews
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DS
D. S.
Veloney help me get in compliance with the state with my business. I didnt know where to start. And she took the bull by its horn and lead the way.
April 16, 2020
KT
K. T.
Pumas Business Creation assist me in obtaining not just one but two trademarks. Im was extremely happy because it was so stressed for me and she made the process so easy.
April 16, 2020
RB
Reginald B.
Not only did Mrs. Cross help me with my back taxes and current taxes. She helped me registered my business and be in compliance with the state and local laws.
April 16, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Once you contact me ask that you complete an information sheet so I can better assist.
What education and/or training do you have that relates to your work?
I have a BS in Accounting & Finance and an MBA in Business Administration.
Do you have a standard pricing system for your services? If so, please share the details here.
My pricing depending what services are needed
How did you get started in this business?
I have been in this industry for over 25 years
What types of customers have you worked with?
I have worked with individuals to medium size customers
Services offered
Notary
Wills And Estate Planning
Legal Document Preparation
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning