C Y A - Cover Your Assets
About this pro
19 years in business
16 hires on Thumbtack
Gene was great to work with. We had some complex taxes: personal, income property, and a LLC. He was knowledgeable about all these things and was able to teach us about them. Was always able to answer all our questions! Highly recommend him!May 22, 2017Verified
We meet with Gene and are very impressed ! We have hired him to help us manage our taxes and payroll for our company so we can focus on what we know how to do and leave the taxes to the professional. CYA is a great choice I would recommend them to anyone for your personal or business taxes and payroll !Nov 11, 2016VerifiedRobert G.'s reply
Thank you Shanon for your confidence and support. I'm excited to start working with Velocity Audio Visual so you can focus on building your business locally as well as throughout the US.
Gene was detailed and organized, and explained everything thoroughly. It was a pleasure having him do our taxes, and we will plan to use him again!May 8, 2017Verified
As for our first meeting I feel very confident we made the right choice, a very personable and professionally conducted interview, thank you very much for the support you showed for our businessJan 16, 2017Verified
Gene is very friendly and knowledgeable.Mar 16, 2017VerifiedRobert G.'s reply
Thank you Bob for your kind words and confidence.
Background check completed
Top Pro status
Payment methods accepted
- What is your typical process for working with a new customer?I offer a free one hour consultation to review my clients current needs, discuss their future goals and what action plans they may have in place. From there we can determine the level of involvement they wish me to participate in and design a plan that is comfortable for their budget.
- What education and/or training do you have that relates to your work?My education degree is in Computer Technology with a heavy emphasis in Accounting. I have completed specific Tax industry training courses and complete annual continuing education requirements to participate in the IRS Volunteer Registered Tax Return Preparer program. My 27 years of IT Management was heavily focused on the Accounting and Financial integrity corporations I worked with.
- What types of customers have you worked with?I specialize in working with Small Businesses to provide full Accounting, Tax and Payroll services, as well as with Individuals who want a solid partner to assist them with their Tax and Financial Planning needs.