Introduction: I specialize in individual, family, and micro small business taxes. We are not a traditional accounting and tax firm. All business is conducted through e-mail, text, phone, the secure client portal and even skype if necessary. Our firm's client portal is a secure way to email your personal and sensitive tax information between each other. In addition, we use the latest IRS approved e-signature technology that you can quickly sign the IRS e-file authorization form through your smartphone or computer.
I have worked in the accounting and auditing field for nearly 30 years with several Federal agencies. In those years, I have worked on many projects to troubleshoot accounting issues and improve efficiencies in the organization. I am now bringing my talents to the private sector. I wanted families and individuals to feel comfortable using a CPA firm to assist them in tax and other financial matters. Further, I want to ensure that your financial interests are protected. One may feel daunted that your tax situation is not complicated enough or the fees would be too high to use a CPA. By offering practical tax and other financial advice at a reasonable rate, I hope you find that Clear Portal Accounting and Tax provides a good customer experience and value.