I havent been provided the service nor been contacted to initiate the same
Mar 29, 2017
i apologize but did not receive a request to contact you for services. How can we address this rating and help you with any services needed by you
Mar 5, 2017
Individual Tax Preparation
Theresa actually came to my home to prepare the taxes. She was on time and was very reasonable.
Mar 6, 2017
Thank you Dave, look forward to seeing you next year.
John Sue B.
Apr 3, 2015
Tara is terrific,as a friend as as our tax preparer. Great attention to detail, and she always helps us find all pertinent deductions and get a nice refund. She comes to our home, which is great when you get to be older, was on time and ready to go. HIGHLY RECOMMEND!
Apr 5, 2015
Thank you, always a pleasure to see you.
What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is varied on how complicated your returns are to complete, I charge one price for Federal, State and Electronic Filing, never a per form fee.
What is your typical process for working with a new customer?
My typical process is first a phone call, then I send an organizer to help you prepare the documents you need for filing of your tax returns. Then depending of if this is a remote situation I would either set up a drop box on the internet for the customer to scan and deposit the documentation or set up a fax or email for the customer to transfer the documents. If the customer is local then I would set an appointment to meet with them to retrieve their documentation.
What education and/or training do you have that relates to your work?
To keep current with IRS tax laws I take 72 hours of continuing education each year to meet all requirements for licensing by the State of California and the IRS
How did you get started doing this type of work?
I have a certification in accounting and it was a natural transition into preparing taxes. I also have an Associates Degree in Paralegal Studies and am currently working on my Bachelors Degree.
What types of customers have you worked with?
Set up of Quickbooks
Basic bookkeeping services
Personal $ Small Business income Taxes
What advice would you give a customer looking to hire a provider in your area of work?
Check background and verify that they are licensed by either the IRS or their state of residence before trusting them with your personal information. The service provider should be willing to provide you with their information and license numbers to verify.