My passion is to make sure that each person that I speak with is knowledgeable about their finances, including their taxes. I educate my customers so that they know what to look for during the course of the tax year that may change their financial outlook.
I have been preparing individual taxes for over 10 years and I love what I do. I make sure that I am current with the latest tax laws and I have to become certified an registered each year with IRS via my PTIN.
I enjoy working with people and educating them on how to lower their tax bill and how to setup a retirement fund.
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I contact the customer to find out what days and times are available so we can meet and exchange paperwork. If everything is available online we will meet online via ZOOM, if needed and discuss from there their expectations.
I am trained each year and take continuing education classes each year by Jackson Hewitt. I work for them during the tax season as well as for myself
Single - 1 - W2 - $50
Each additional W2 - $5
Married w/Children - $100
My mother in-law was responsible for getting me involved years ago. She thought I would be interested and good at it and here we are over ten years later
Mainly my customers are married with children, without children and single.
I am very fond of the African American Heritage Festival. It allows people to gather and educate, entertain and provide information about various resources that are located in the Manassas area.
I would say interview them because you are hiring them to perform a service that involves your financial background. You want to make sure that the person you are hiring is responsible and can perform their duties as a tax preparer.
Questions that customer should ask are the ones that would include ways on how to save money, lower my tax bill and invest in a retirement fund.