I provide personalized service to my clients. I provide quality service and expert advice to give my clients the best accounting and tax preparation at competitive prices.
I enjoy helping people with their tax issues.
He was quick and very knowledgeable.
Completed our taxes in a timely matter
He was able to explain to me the reason for the difference between the RMD tables
I sit with the client and review their documents. Ask pertinent questions on their specific circumstances and only then work on their needs. I will ask additional questions as needed to provide them with the quality of service that they deserve.
I have a bachelors in Business Adminstration along with additional annual education in accounting and taxes. I work with a CPA regularly to maintain proficency and professional standards and ethics.
Accounting monthly starts $125/month for 1 account and 50 transactions (includes quarterly business tax forms)
1040 is $125 (includes state return)
Schedule A $50
other schedules are available as needed (ask for pricing)
1120s $400 (price can vary based upon complexity of return)
1065 starts $400 (price can vary based upon complexity of return)
I have worked on my own business (not accounting) for 25 years. I felt the need to offer accounting services to others as a way to pay it forward. I have found a way to do this without the costly overhead of some of the national chains. My desire is to serve my clients most of all.
I have a variety of clients in a variety of fields. I have business accounting and tax preparation clients along with individuals. Most of my clients reside close to me, but I have a few that travel over 100 miles so that I can help them.
I also work with emergency communications. I recently helped with the communications on a 100 mile foot race. This helps me to work with others, be organized, be prepared for the unexpected, and enjoy meeting new people.
When you look for an accountant, you need someone that understands the end result. We maintain books to keep track of income and expenses for 1) the score of the business 2) for taxes. The score shows that we are winning or losing and how to improve.
With tax preparation, you need someone that is knowledgeable on the topic. Someone that cares enough to be educated and tested on the topic regularly. I have passed tests given by the IRS to show proficency in tax prep.
With any accounting or tax preparation, the client needs to have the documents to show their financial position. Hand written documents can also help. They need to be able to answer questions posed by the pro while he/she works. Being prepared will make the process easier.