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Customers rated this pro highly for responsiveness, professionalism, and work quality.

Read reviews that mention:

• tax・75

• return・25

• file・17

• preparer・9

• documents・6

• accounting・5

• cpa・4

• deductions・3

• financial・2

FAQs

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

  I am looking for long term clients, therefore, in an initial year of service, I will typically keep the invoice low in order to demonstrate the quality of my service, follow through and delivery. I have found this to create strong good will and as result see the majority of my clients return the following years.

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

  Upon our initial exchange of communication I will forward the prospective client an email with a link that when accessed, will take them to a questionnaire and client portal. This is where all information can be conveyed, and the necessary documents can be uploaded in an encrypted, and secure way.

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

  As a licensed and bonded tax preparer, I am required to maintain annual continuing education standards. These ongoing courses include compliance and ethics, in addition to the ongoing changes in the tax code.