Dr RJFinancials

Dr RJFinancials

5.0 (1)

About this pro

Customer oriented, Personalized services and tailored as per customer needs. Happy Customer Happy me ...

I am a financial services expert as well as personal and business tax preparer. I can help families prepare for the unexpected, with financial planning, retirement planning and protection for you and your loved ones. Glad to educate anyone for free about investing strategies, how money works and accelerated solutions. I can also help with kids college planning and estate planning  like will&trist etc. Looking forward to take the great oppertunity to serve you. 

Working with people from different walks of life. I love to help people achieve their goals and Financial freedom 

Read more about this pro


Credentials

Richardson, TX 75080
Email verified
Phone verified

1 Review

5.0

  • Seye S.

    She pays close attention to every little detail, diligent at her work.



FAQs


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

Building a rapport with the customer, Trying to understand their needs and cater them with what they want and how they want. 


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

Currently working with Jackson Hewitt as a tax preparer.

I have a diploma in management with sales and marketing, a valid PTIN number, registered to take the EA exam shortly, undergrad with economics, masters in arts, Doctorate in Psychotherapy and counseling, worked for UPMC, Certified assisted care home administrator and certified personal care home administrator, owned a software consulting business from 1997 till 2010. Hired and placed 2000 SW consultants all over US with all major Fortune 500 clients. 


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

No, just trying to start up


How did you get started in this business?

Still working on starting up


What types of customers have you worked with?

filed more than 100 taxes this season, worked with customers from all walks of life. 


Describe a recent event you are fond of.

I enjoyed working with each and every customer I came across. Recently I came across a 55 yes old African American lady who came to file her taxes and she came with 4 children whome she wanted to claim. In the conversation she told me that all of them are adopted. Later in the conversation she told me that till now she took care of 83 foster children and raised so many. I realized that to help other you don’t have to be highly educated or you don’t have to be very rich... all you have to be is rich at heart. She was an inspiration for me and I felt I should also help to give better life at least to few kids..


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

Every requirement is different and while hiring they should see how dedicated the individual is towards the job that take up. When it comes to expertise as long as a person is dedicated and interested to lean any one can be an expert in my opinion 


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

Customers should come prepared when they are planning to meet a professional. Every individuals needs are different from others. When the customer is clear what they are looking for it will be easy for the pros. Otherwise the professionals have to talk to them to understand their needs


Services offered

Business Tax Preparation Accountants Bookkeepers Financial Advisors Payroll Services Individual Tax Preparation Tax Preparation Services