About
My focus is to provide my clients with honest and accurate tax services, and to help them minimize their income taxes thru utilization of all allowable IRS deductions and tax reduction strategies for which they are eligible to claim.
I also seek to advise and assist them to better manage their businesses. I have been in public accounting for 20+ years, and prior to that 15 years working primarily as an internal auditor and manager in the finance and insurance industries. I have a wide breadth of knowledge in business management and processes, including payroll, benefits, human resources, insurance, financial management and administration that allows me to effectively advise my clients. I have been a CPA for 30+ years.
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Photos and videos
Reviews
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Frequently asked questions
What is your typical process for working with a new customer?
I am very service-focused and self-sacrificing. I will give my very best to help you, whether that is preparing your tax return, assisting you to manage and grow your business, helping you plan for college or retirement, or even something as simple as applying for personal loan. I will be a transparent and trustworthy advisor.
I only ask focus & trust from you: provide me accurate & trustworthy info I need & ask for, follow my advice, ask questions when you're unsure or need more direction.
What education and/or training do you have that relates to your work?
BBA in Accounting
CPA - Certified Public Accountant
PFS - Personal Financial SpecialistDo you have a standard pricing system for your services? If so, please share the details here.
Prices are based on complexity and time required to complete a specific project. My fees are extremely competitive with other CPA's and professionally-trained tax preparers.
What types of customers have you worked with?
Individuals
Small Businesses (retail, insurance agents, restaurants, wholesalers, carpenters, plumbers, electricians, farmers, ranchers, general contractors, etc.)
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure the pro has education & training in taxes and accounting, AND professional experience. Get referrals.
What professional training AND education have they received? How long ago? How much continuing education do they complete EVERY year? How long have they been in business? Are they a CPA? What EXACT qualifications do they have in tax preparation or accounting?
Can and will they represent you with the IRS for an audit or other inquiries? How many IRS audits have they handled for their clients? How many of those audits were resolved in favor of the client?