|Monday||9:00 a.m. to 5:00 p.m.|
|Tuesday||9:00 a.m. to 5:00 p.m.|
|Wednesday||9:00 a.m. to 5:00 p.m.|
|Thursday||9:00 a.m. to 5:00 p.m.|
|Friday||9:00 a.m. to 5:00 p.m.|
|Saturday||9:00 a.m. to 5:00 p.m.|
2018 Top Pro
About this pro
In addition to preparing taxes, I have served a majority of my career as an auditor and business consultant. This gives me a perspective that enables me to provide many solutions and ideas about how to help my clients reach their financial goals. In addition to providing tax preparation, I also provide auto, home, life and health insurance through my insurance brokerage, Sunrise Monetary Solutions, LLC. With the services I provide in my businesses, I am able to help people secure their current and future financial position. Along with providing tax preparation services, I also provide insurance (Auto, Home, Life & Health) and business consulting through another company. The great thing about this is that I am able to look after my client on several fronts to provide a holistic approach to their financial needs.
Customers rated this pro highly for punctuality, work quality, and professionalism.
QwikiTAX, LLC is a Top Pro
Top Pros are the highest-rated, most popular professionals on Thumbtack. Only 4% of our professionals get Top Pro status.
Will from now on ditch turbo tax and stick with Z!Jun 16, 2018Verified
Zeffrey, Was very nice to work with and he made things easy with my taxes.Apr 23, 2018Verified
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?I have a simple flat rate pricing system. One rate depending on filing status. Additional fees apply as the return gets complicated (i.e. Schedule C, Rental Property or a farm)
- What is your typical process for working with a new customer?I walk through my checklist and determine their needs, while discussing any questions the customer may have. This process I have, is designed to build rapport. With a tax professional and customer, the trust factor has to be instant because the customer is trusting the tax preparer with so much of their personal story in addition to their personal information.
- What education and/or training do you have that relates to your work?Always! I have several certifications and licenses that require continuing education. Besides the requirements, it is always best to be knowledgeable on a subject so when your client comes to with questions and you have answers vs. I'll get back to you.
Central Time Zone