Hired 16 times
4 years in business
Special tax situations
Stocks or bonds,
Fixing everything that H&R block screwed up.Dec 31, 2017VerifiedPIM Tax Services, LLC's reply
Heh! Thanks James! Fortunately, I speak 'Veteran's Administration', so I had a big advantage over them with your issue.
Paul did an outstanding, thorough and quick job with my taxes. There were some out of the ordinary circumstances (for me, at least) that required some special knowledge which he possessed, thankfully. Great job, Paul, thanks.Jun 27, 2016Verified
Very professional and friendly too. Impressed with his knowledge. I'd recommend PIM Tax Services and Thumbtack to anyone. This was a very positive experience.May 14, 2016Verified
Paul was readily available and had a quick turnaround time. He was informative and took the time to explain our taxes and any concerns.Apr 3, 2016Verified
I had a complicated tax return. I have an MBA and I usually do them myself. This years taxes included filling jointly, the sale of a house in San Diego, a side business with all kinds of expenses, renters, and the regular job. Price was excellent and he knows the laws. Outstanding job Paul!Mar 31, 2016Verified
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- What is your typical process for working with a new customer?Money is a highly personal issue. I like to take some time to get to know a client and determine their reason for seeking help from me before beginning to process forms.
- What education and/or training do you have that relates to your work?Graduate Certificate in Financial Planning from Old Dominion University. All 3 Enrolled Agent Exams administered by the IRS.
- What types of customers have you worked with?Individuals. Lots of military families. Small business. (Schedule C and Form 1065 Partnerships) Landlords. Lots and lots of Landlords!