About
I am passionate about preparing tax returns for individuals and sole proprietors. I will help my clients achieve their goals by preparing their taxes right, the first time.
I've been preparing tax returns for individuals and sole proprietors for 5 years in Washington and Oregon.
I am a CPA and I earned my MBA in 2019 in just 9 months.
Highlights
Reviews
David A.
Poasa F.
Tammy W.
Carrie C.
Billi L.
Robert E.
Frequently asked questions
What is your typical process for working with a new customer?
Introduction
Get required documents from clients
Prepare tax return
Send tax return to client for electronic signatures
File returns electronically
What education and/or training do you have that relates to your work?
I have a Bachelor of Arts with an emphasis in Accounting. I became a CPA in 2008. I have been preparing tax returns for individuals and sole proprietors since 2016.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is determined on a case-by-case business and depends on the complexity of the tax return. My rates are very competitive.
How did you get started in this business?
I started in this business by preparing my own tax returns, then tax returns for friends and family, then professionally while working in a CPA firm. I am now preparing tax returns on my own for others, beyond friends and family.
What types of customers have you worked with?
Individuals and sole proprietors.
What advice would you give a customer looking to hire a pro in your area of expertise?
Go with someone who is open, honest and transparent.
What questions should customers think through before talking to pros about their needs?
1. What is your PTIN?
2. What are your fees?
3. Can you provide me with a few references?
4. Can you tell me about your professional experience?
5. When will my tax filing be completed?
6. Where will my refund check be sent?
7. Can I contact you if there are issues with my filing?
8. Do you offer advice year-around?