About
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.
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Tori B.
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
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.
Do you have a standard pricing system for your services? If so, please share the details here.
Single - 1 - W2 - $50
Each additional W2 - $5
Married w/Children - $100
How did you get started in this business?
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
What types of customers have you worked with?
Mainly my customers are married with children, without children and single.
Describe a recent event you are fond of.
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.
What advice would you give a customer looking to hire a pro in your area of expertise?
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.
What questions should customers think through before talking to pros about their needs?
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.