TravelingTaxLady
TravelingTaxLady

TravelingTaxLady

Offers remote services
Offers remote services
$55/hour
estimated cost


Select a service
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Accounting needs
Annual income
Accounting software

Responds within a day

Introduction: The Traveling Tax Lady offers the convenience of having your income tax appointment in your own home or in our office. I have been preparing taxes for over 12 years and enjoy showing my client that taxes are not as intimidating as they think.
Overview

Hired 8 times

Serves Newark, CA

Background checked

1 employee

5 years in business

Payment methods

Cash, Square cash app, Venmo

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

3 photos

Reviews

Customers rated this pro highly for work quality, value, and punctuality.

Exceptional 5.0

6 reviews

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Read reviews that mention:


Paul G.

Individual Tax Preparation

TravelingTaxLady helped me complete my return when no-one else could. She understood the specific requirements of my return, and made a complex issue easy to understand.
Oct 30, 2017
Judy W.

I love working with Patti, no one else but the Traveling Tax Lady will process my taxes for me, she is a friend, she's caring and always works on the customer behalf....Judy
Jan 21, 2018
Jolene M.

Individual Tax Preparation

Patty is very friendly and very professional. I highly recommend her for all of your tax needs.
Feb 12, 2017
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Verified
Steve F.

Ms. Fretty is thorough and professional and does a complete job at a reasonable price. I would highly recommend her to anyone.
Jan 16, 2017
Bart V.

Individual Tax Preparation

Professional, courteous and punctual.
May 31, 2017
·
Verified
Credentials
Background Check

Pattie Fretty

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Go to "TravelingTaxLady.com" to see prices

  • What is your typical process for working with a new customer?

    In the first 10 minutes or so, I try to engage my clients and have them tell me what they are expecting on the return in question. Then I will ask to see their prior year returns and ask related questions so that we are clear on determining our outcome, and then asking more questions on their current situation and to see how it relates to the current year. I then explain how I will proceed in processing the return and ask if there are any more questions. There is always a lot of dialogue which i feel helps to make everyone concerned more comfortable.

  • What education and/or training do you have that relates to your work?

    I have been doing taxes now for over 15 years and I passed the Enrolled Agent exam in 2011. This exam enables me to better help taxpayers with issues they may be facing with the IRS. Each year I search out classes to better help my clients. For example, classes for cancelled debt or for sales of stock. This year I may be looking for more health care classes, like Health Saving Accounts.These are just a few examples.

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