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O & G has done a great job helping with my company's tax and accounting. Alex is extremely fast and responsive, and you can tell he cares about his customers. Any time I have a question I know I can turn to him and get good advice. We have a complicated tax setup and he was able to figure it out and provide the services we need, completing our reconciliations and tax returns on time.Aug 13, 2018Review from Google
Alec and the O & G Tax Accounting team are high quality, accurate, honest and affordable tax services. I have worked with him for two years for annual taxes (and will be going to him next year as well). I've also contracted him for a few side projects to get their advice on tax implications for a few side jobs. Two thumbs up!Aug 25, 2018Review from Google
Alex did some consulting for me on a fairly complex business deal. He helped us understand how to structure the deal to optimize tax consequences. He answered questions clearly and was very helpful. I plan to use Alex's services again if I need an accountant again.Aug 14, 2018Review from Google
Alex provided me good advise durring setup of our accounting software. He also did a great job for our coporate tax return. I highly recommend his service.Aug 18, 2018Review from Google
Quick, knowledgeable, helpful and professional! Highly recommend!Mar 26, 2016Verified
License Type: CPA – Certified Public Accountant (MA)
- What should the customer know about your pricing (e.g., discounts, fees)?Hourly rates are difficult to quote for tax preparation, due to the variety and complexity of each return. Part of your reason for hiring me is my years of experience and expertise. You want a professional who works smart rather than one who gets caught up in billable research time that may or may not benefit you. I spend considerable resources on technology and research materials every year so I can provide clients the best possible service at a reasonable price. The total fee for your tax return is determined by the complexity of your tax return and the number of state tax returns. I will discuss your current year return and review your prior year return before giving you an estimate of fees for the current year.
- What is your typical process for working with a new customer?Taking my tax practice online has greatly enhanced the quality of service I provide to my clients. My practice is highly optimized online work, I am able to communicate seamlessly using online tools, exchange documents digitally with my clients, I also provide intake surveys that are easy to fill out and submit for your use, and set up appointments with you without having to pick up the phone. Your interactions with me are not limited to office hours, because I’m very personable and responsive most of the time. You can also use my online or thumbtack portal to accomplish all you need from the comfort of your own home. It's a win-win situation!
- What education and/or training do you have that relates to your work?I am a CPA licensed by the Commonwealth State of Massachusetts and currently living in Denver Colorado. I'm required to attend Continuing Education to maintain my license. I chose to spend all of my continuing education budget on Accounting and Tax topics, in order to be as responsive and helpful as I can be, I work to stay up to speed on recent developments related to my industry.