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Our homeowner's association changed management firms and we needed to get records in a format that was useable for us and our new management firm. We also needed tax returns prepared. Melissa made the project easy for us, reviewing our paper records, organizing and putting our records in order. She earned 5 stars in my book for her responsiveness and timeliness. I found her easy and pleasant to work with - I will use her again as we need work in the future.Oct 27, 2019
Individual Tax Preparation
Melissa responded right away to help me get my tax situation in order. I had been doing my own taxes with turbotax for many years but always felt like I was not doing everything quite right. This past year I had so many oddball situations, to include home sale, foreign rental, mutual fund sells, getting married...it was too much for me to handle. But Melissa was able to work with my situation and provide me with advice on how to best file...all within a 2-week period. I feel so much more at ease this year knowing they were done correctly. I would highly recommend Melissa for personal income tax filing for even the most complex situations.Feb 15, 2020Verified
Melissa is intelligent, attentive to my needs and down to earth. I connected with her quickly whjen I first met her. Look forward to doing ongoing business with her.Oct 24, 2019Verified
Business Tax PreparationSep 17, 2019Verified
AccountingDec 19, 2019Verified
License Type: CPA – Certified Public Accountant (FL)
- What should the customer know about your pricing (e.g., discounts, fees)?Each engagement is unique and as such pricing will vary so the fee may be higher or lower than you see
- What is your typical process for working with a new customer?Initial phone call is scheduled to discuss specifics at which time documents may be requested for review in order to provide a fee quote. Initial in- person meetings may incur a consultation fee of $250.
- What education and/or training do you have that relates to your work?Duly licensed CPA in NY & FL Mandatory 80 hours of continuing education training every two years.