Successful Venture Services LLC (dba Ida's Tax,...

contact for price

Select a service

Zip code

Annual income

Entity type

Accounting needs

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

Introduction: CPA stands for Close Personal Attention! Accuracy and care is taken to make sure clients haven't forgotten deductions on their returns or in their financial statements that will help them to maximize their refund. To date, we have found that 84% of our new clients had errors or omissions on previous years' tax returns prepared by other tax professionals. For individual tax returns - helping people maximize their refunds that previous year preparers were unaware of. Helping businesses to be successful and knowledgeable about effectively and more easily in the day to day operations. This is your bread and butter and it's important to understand how to take advantage of tax laws that most people (individuals and business owners) are typically unaware of.

Overview

Hired 5 times

1 employee

30 years in business

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

7 photos

Reviews

Exceptional 5.0

7 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Marc R.

Dec 30, 2014

very good , excellent to work with.

Leo L.

Dec 19, 2014

since 1996 Ida is preparing our Taxes for our business and our personal. We are highly satisfied about her performance and her personal attention. Further she is highly qualified and educated with a personal touch, a winning combination, she is appreciated from our side.

Ann O.

Dec 19, 2014

Ida has been our tax consultant for 15 years and has always done a great job. She is the consummate professional and rest assured your tax needs will be handled in the most professional way.

Shawna S.

Dec 23, 2014

I would use Ida Walter's services no matter what state I lived in--and I have--from California to FL! She goes the distance to do her job superbly well.

Mary Ann M.

Dec 27, 2014

Ida has always been professional, efficient, accurate and personable to work with. She has done our tax preparation for 10 years and there is no one I would rather work with than her. Thank you Ida!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My tax clients get the advantage of being invoiced either by Schedule or by the Hourly Rate, which ever is lower. Pricing is challenging to quote because most clients are not aware of the required additional schedules on their return, given their filing status, income levels, etc.
What education and/or training do you have that relates to your work?
CPA's are required to do 120 hours of Continuing Professional Education (CPE) over 3 years... We do over 240 hours of CPE over 3 years! We do MORE continuing education than CPA's are required to do. Especially in tax updates, computer software training, and updates on topics that are pertinent to the industries of current clients. Over $20,000 has been invested in continuing professional education specific to the real estate industry (residential, commercial, land development, tax strategies, legal strategies, etc).
How did you get started doing this type of work?
Loved accounting from the time I took my first bookkeeping class in high school, and was just naturally good at it. Doors of opportunity opened automatically, so I went with it.