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, increase their savings, discussing a retirement vehicle and creating their legacy.
Christine was very responsive and an expert at tax preparation! I highly recommend her services!
I contact the customer via email, preferably, to find out what days and times are available. I then connect with the customer so we can exchange information. If everything is available online we can meet online via ZOOM, if needed and discuss from there their expectations.
I am trained each year and take continuing education classes each year. I usually work with a tax company during the tax season as well as for myself, but I am taking a year off from working with the tax company. I am focusing more on my own business.
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.