CO Tax Preparation Tax Planning Accounting
Hired 4 times
Serves Bethpage, NY
2 years in business
Check, Credit card, Venmo, Zelle
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Customers rated this pro highly for work quality, professionalism, and responsiveness.
Individual Tax Preparation
- What should the customer know about your pricing (e.g., discounts, fees)?
Offer corporate services with small business fees...
- What is your typical process for working with a new customer?
I introduce myself to the person that contacted me by sharing who, what,how and why I do what I do. Listen to the clients needs, pain points and how their success would look like. Reviewed and analyze client/business owner information to be able to determine its unique situation so a strategic plan be created for success.
- What education and/or training do you have that relates to your work?
Went to Nassau Community College Business Administration/Accounting Worked for a Fortune 100 company for over 15yrs General Manager - Bookkeeping, Accounting, Hiring, developing others, payroll, shrink, kpis, customer care, inventory, ordering. Quickbooks Kronos TSheets Gusto ADP Tax Professional - File Individual and Business tax returns