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About
I have 13 years of experience in Accounting and 20 years of experience in tax preparation. I hold an Enrolled Agent designation with the IRS. I stay current on the tax rules and use modern technology to be as proficient and cost-effective as possible. I am flexible in the way I receive your information, I strive to make it easy and convenient for my clients to obtain the service they desire without being overly burdened in doing so. I do what is in the best interest of my clients, not what is most profitable for me. I give personal attention to details and make sure my clients understand what I'm doing for them.
I enjoy helping clients complete their tax filing obligations and reach their financial goals. For my Accounting clients, I enjoy the added benefit of helping them maximize their profits and lower their tax liabilities. It is a great feeling to see clients enjoy their rewards for their hard work.
Overview
Hired 3 times
Background checked
1 employee
11 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, and Square cash app.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
S-Corp
Industry
Financial services
Reviews
5.0
2 reviews
5
100%
4
0%
3
0%
2
0%
1
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Eric B.
Jun 29, 2016
•
Hired on Thumbtack
Jeanie is professional and timely!
Accounting
Pamela M.
Aug 28, 2016
•
Hired on Thumbtack
Accounting
Credentials
Background Check
Jeanie Perry
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My pricing for the Accounting and tax services depends on the amount of work involved and/or the number of forms required to be filed. Some of my services are priced at a fixed rate such as payroll processing which starts at $20/month for a monthly paycheck for 1-5 employees then goes up depending on the frequency of the paychecks and the number of the employees. My standard rate for processing Quarterly Employment Reports runs $80/quarter. My standard rate for IRS calls run $50/hour.
What is your typical process for working with a new customer?
I do an initial consultation, at no change, to find out more information about the services being requested. This consultation can be done via email, over the phone, or face-to-face; whichever the potential client prefers. Once we agree to work together, I gather the required information and proceed with the job requested. I like to keep open communication throughout the entire process.
What education and/or training do you have that relates to your work?
I hold an Enrolled Agent designation with the IRS and a Bachelor Degree in Accounting. I am currently pursuing my MBA with a concentration in Accounting. I take several continuing education classes each year to stay up on current changes and industry strategies for accounting, tax, and financial services.
