Aaron Hoffman Tax, LLC
It’s free, with no obligation to book
Hired 3 times
Serves Litchfield, CT
1 year in business
Cash, Check, Credit card, Venmo, Zelle
Customers rated this pro highly for professionalism, responsiveness, and work quality.
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer a free consultation and our pricing is straightforward.
- What is your typical process for working with a new customer?
We make tax preparation and bookkeeping easy for our clients. During an initial conversation we will discuss the scope of work, time frame, and any other concerns you may have. From there, we collect documents through our secure client portal or via mail. (Some clients like to photograph documents on their smartphone and send them as a message. ) We will then prepare your return, clarify any questions and finalize the return. After e-filing, we will follow up with you about any planning opportunities that may halp you save on future taxes.
- What education and/or training do you have that relates to your work?
The first part of my career was in investment management. I am a long time investor in both real estate and securities. I hold an MBA in finance from Fordham University and a BS in finance from the University of Connecticut.