Introduction: What stands out the most in my mind is my common sense approach, when I speak to my clients, I break it down to their level, that way they can understand why we do things and helps them watch out for the same tax planning tips in the future. In addition our tax preparation just does not involve just taxes, we talk about all the other issues as well, tax strategies, mortgages, insurances, retirement plans and just good conversation.
I am and have always been a people person, I enjoy the relationship aspect of what I do, and also the fact that my clients truly appreciate my concern for them. They are not just a number, they are family.