Path Bookkeeping And Tax Preparation Service

Path Bookkeeping And Tax Preparation Service

5.0(1 review)
Offers online services
Offers online services

About

We are not looking just for new clients, but for client-relationships. We believe in providing excellent service to all of our clients, that is what makes us stand out.

I enjoy helping people/businesses. To us, as we take away burden from our clients, we free them up to grow their business. We offer tailord bookkeeping plans for our clients. I enjoy working for you!

We have more than 10 years of experience in Bookkeeping, Tax preparation, notary Service, Financial Wealth Consulting


Highlights

Hired 6 times
3 employees
14 years in business
Serves Houston , TX
Offers online services

Payment methods

Credit Card, Cash, Check, Paypal, Square, Apple Pay, Stripe, Zelle, Bitcoin

Social media


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, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

Reviews

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AS

Angela S.

Alex was quick to respond and did what he said he was going to to. Pleasure to work with.
... Show more
August 06, 2020
Hired on Thervo

Frequently asked questions

I call the new customer, ask questions and listen to them to identify what their needs are, then I present a business proposal to bring a solution to their needs. 

I have a bachelors degree in accounting with a minor in financing, I have over eight years in real estate experience and over ten years of accounting and tax preparation experience. I'm here to serve you. 

I usually provide a price based on the scope of the work the client is asking for.

I went to school to study accounting. During my years in college I work preparing tax return. I also took some training at Liberty Tax and several tax return courses in college. I then began working on individual tax returns and now I enjoy helping clients with their tax return.

I have worked and continue to work with individual and small businesses. 

I recently played basketball and twisted my left foot... I told the guys I will make a strong comeback!

I would say talk to three pros and decide who is working for your best interest, not theirs. I consider myself to be very dedicated and very good at meeting deadlines. 

Besides the price, I would ask any questions you may have that is a main concern to you. Each case is different so I wouldn't be able to be specific. If I was you, I would ask a lot of questions until I feel confortable working with that Pro


Services offered

Career Coaching
Notary
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning