Adviso Tax & Financial Services
Hired 1 time
4 years in business
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Individual Tax Preparation
Responds super quickly and did a great job at getting my confusing situation sorted out in a timely manner! :)Apr 25, 2020Verified
Always responded in a timely manner and the information provided was thorough enough to not cause confusion or follow up questions. Very good experience.Apr 28, 2020
My wife and I had a wonderful experience with Mark and Adviso Tax & Financial Services. It was our first time doing taxes as a married couple and we had many questions that Mark helped us put at ease. My wife also needed a Japanese interpreter and team Adviso provided that as well! We are very pleased with the service and professionalism.May 2, 2020
It was really easy and an overall good experience. Thank you!May 18, 2020
Super helpful, thanks for helping out!Apr 28, 2020
License Type: Enrolled Agent (IRS) (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?We believe that the cost to file your taxes should be transparent from the first step. No hidden fees or up sell. Just a simple flat rate for a professionally prepared tax return. Returns are prepared by an EA, at a fraction of the industry standard cost. We provide audit assistance, accuracy guarantee, year-round support, and filed tax return access.
- What is your typical process for working with a new customer?Start with a chat to determine if we can help, deliver value, and get a good overview of your current needs. Then the client sends their information and documents by secured document portal, fax or dropping off, or we meet in person to go over everything. We ask to provide the previous two years of tax returns filed so that we can also review in regards to accuracy and completeness. The length of a tax preparation depends on the activity and information provided. Communication is done either through email or telephone.
- How did you get started doing this type of work?Our enrolled agent, Mark Bayya, began his career in public accounting in 2012 with a midsize CPA firm before joining Adviso Tax & Financial Services as their Tax Partner. He received his Bachelor of Science in Accounting from California State University, Long Beach and is licensed by the Internal Revenue Service as an Enrolled Agent. He is a member of the American Institute of Certified Public Accountants, National Associate of Enrolled Agents and California Society of Enrolled Agents. Mark provides tax consulting, planning and compliance services for family-owned businesses, as well as service providers, professional services, real estate investors, and high net worth individuals. Mark assists clients with maximizing tax savings through the latest tax laws, proactive tax planning, and tax credit utilization. He represents clients in tax matters brought before the Internal Revenue Service and in various states.