About
Apart from Individual and Business Tax Preparation service that I have assisted clients in the last 15 years, I do CFO Services helping Real Estate and Construction Industry cut their tax bill by $10,000-$200,000 while growing their profits by 20-30%.
I have experience in every facet of business operations, accounting and tax issues and truly understand what it takes to make a business successful. I provide small businesses with financial consulting services including new set up projects, review and cleanup projects, virtual training, consulting, monthly/weekly accounting support, bookkeeping and payroll services. I also provide financial consulting on everything from debt management, budgeting and forecasting, insurance, payroll, tax planning, financial sttaement preparation and analysis.
I work with companies that want to grow their businesses to the next level of financial breakthrough.
My specialty is with the following businesses:
* Real Estate Brokers, Agents & Investors
* Property Managers
* Construction Companies
* Contractors
* Mortgage Brokers
My specialities include:
* Business Consulting & Process implementation
* Controller/CFOfor small to medium sized businesses
* Budget/Forecasting
* Entity selection and Tax planning
* Review and Implementing Internal Controls
HOW DO WE DO THIS? We will set up a FREE strategy session to determine what your company needs and how we can help. If it make sense for us to work together, we create a fixed monthly rate for our services to your company so that there are no suprises and you always know what to expect.
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Frequently asked questions
What is your typical process for working with a new client?
We get their past 2 years of tax preparation and the current documents including their legal infomation.
What education and/or training do you have that relates to your work?
I have done Accounting and Tax Preparation to college level
Do you have a standard pricing system? If so, please share the details here.
We have a standard of Individual and Business Tax Preparation while in Accounting and Tax Planning we charge based on the value we bring the client.
How did you get started?
I started in 2002 after training with H&R Block and working with them for one season. I then went on my own the next year to do 40 Individual Tax returns.
What types of customers have you worked with?
Individuals and business tax preparation
Describe a recent event you are fond of.
I saved a client $39999.00 by amending their tax return which was wrongly done and they ended up paying $1. I attached the Amended Tax Return with the required receipts! I'm happy I saved my client a good amount of money on Taxes!
What advice would you give a customer looking to hire a professional in your area of expertise?
I am thorough and passionate in my area of expertise and they should therefore hire me.
What questions should customers think through before talking to professionals about their needs?
How long has the professional been doing this?