- What should the customer know about your pricing (e.g., discounts, fees)?
My services are priced based on a fixed system. The majority of accountants prefer to use an hourly based system. In my experience, accounting firms utilizing hourly systems typically provide inaccurate estimates, the actual cost arises at hundreds more. This leaves their clients with a much larger expense than they budgeted for. For most taxpayers (myself included) this would greatly hinder their cash flow. After all, you hired an accountant to improve your cash flow, correct? Of course, you certainly wouldnt hire a professional to damage your financial well-being! I am confident when my clients review their bill they are not surprised by any charges. All of our services are priced on pre-established figures. For instance, if you itemize your deductions, you require a Schedule A filed along with your 1040. Therefore, you would simply be charged for standard tax preparation and a Schedule A, $150 + $90=$240. A similar return prepared by an accountant using an hourly system, could easily cost up to $500. When searching for a tax professional, youre able to accurately evaluate the cost of services I provide based on the figures provided with your quote, so you can make an informed decision, not one you will regret later. If you have any questions regarding our pricing policies, please contact the office, I would be happy to assist you.
- What education and/or training do you have that relates to your work?
I have accumulated over 10 years of experience providing tax preparation and planning, bookkeeping, developing budgets, payroll management, financial planning, and business formation services to all types of clients. I completed my Bachelor of Accounting from Northeastern University, I maintained Dean List status the entire duration of college. Upon graduating, I earned my degree with high honors on the Deans List. Im a Certified QuickBooks ProAdvisor and well versed in the Government Accepted Accounting Principles (GAAP). I am currently working to obtain my Enrolled Agent (EA) Licensure; I plan to complete the requirements before the end of 2016. Ive passed all of the practice exams and completed the preliminary requirements; however, the exams arent offered until after tax season. Early in my career, I worked at NASA as a budget analyst, I was responsible for managing million dollar contracts, our multimillion dollar program budget, and many other financial roles. Due to a divorce, I decided it was in my best interest to relocate to my hometown. I then worked as a financial and tax consultant for individuals and several large and small businesses. I enjoyed working in this type of accounting so much I decided to start my own business and thats when Integrity Accounting was born. Originally, I had a small client base made up of mostly tax clients whom I had worked with over the years, it didnt take long for that small client base to quadruple in size. Integrity has grown beyond my highest expectations; this business is my passion. I consider myself so lucky to be able to enjoy working every day. If you would like to know more about my experience or have any questions, please contact my office, I would be happy to assist you.
- How did you get started doing this type of work?
Even as a young child, I knew without a doubt, I wanted to become an accountant. I am fortunate to not only enjoy the work that I do, but also to be in a position to help other people realize their dreams. Being an intricate part of an individual's success provides me all the motivation I need to accomplish my goals. Throughout my career, I have accumulated years of experience providing risk analysis, forecasting, tax preparation and planning, bookkeeping, payroll management, financial planning, business formation and structuring services to corporations, individuals, and the federal government.