It’s free with no obligation to hire
Hired 5 times
12 years in business
Cash, Check, Credit card, Paypal, Venmo, Zelle
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George really came through for me in getting the accounting up to date on QuickBooks with very short notice and a very tight deadline. He came to my office immediately, the same day to take on the job and review the scope and understand the details. He worked over the weekend and got it done. There were some issues which need further clarification and these were worked out in a collaborative way I have seldom witnessed. He has the expertise in all the areas I needed, and he is an important member on my team. He's got my business account and my personal taxes from now on.Sep 9, 2015
George has helped our two businesses with bookkeeping support for the past 6 years with his excellent skills and his great knowledge of accounting.Sep 4, 2015
George was just want we needed, a QB expert very skilled in payroll clearing, he is a problem solver, who understands tax consequences, and adds great value. Very easy to work with, we plan to have him back whenever we need outside expertise.Dec 8, 2017Verified
George so far has been all of the qualities listed above and has gone above and beyond to help me with his knowledge!Apr 27, 2018Verified
George has been great!Oct 20, 2017Verified
License Type: Enrolled Agent (IRS) (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?I have a very competitive market approach. I often have special promotions promising lowest bid.
- What is your typical process for working with a new customer?Meet client at his/her office, home, or closest Starbucks. Then formalize engagement with an engagement letter. Then create a shared Drop-Box where client deposits tax documents and any other documents. After completion, PDF copy is posted in Drop-Box for client to retrieve. Client either mails check or pays over the phone with credit card.
- What education and/or training do you have that relates to your work?Enrolled agents must obtain 72 hours of continuing education every three years. A minimum of 16 hours must be earned per year, two of which must be on ethics. Enrolled agents must use an IRS approved CE provider.