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CO Tax Preparation Tax Planning Accounting
CO Tax Preparation Tax Planning Accounting

CO Tax Preparation Tax Planning Accounting

Offers remote services
Discounts available
Offers remote services
Discounts available
$90
starting cost


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Zip code
Special tax situations
Introduction: I am a Tax, Accounting and Business Management Professional with over 15yrs of experience in the field. Specialize on preparing personal and small business Tax Preparation. Offer Bookkeeping/Accounting Corporate Services with The Small Business fee. My focus is quality and integrity. I help every business increase revenue and reduce cost. Not only do I specialize on maintaining a well organized book for when tax season comes but I also trained entreprenuers how to read and utilize their data reports to help them reduce waste and increase profits. I am a trusted advisor. Expert on many areas of a business. Books,payroll,hiring,inventory,training,shrink,taxes,quickbooks,kronos,kpis,bilingual.
Overview

Hired 4 times

Serves Bethpage, NY

Background checked

1 employee

2 years in business

Payment methods

Check, Credit card, Venmo, Zelle

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

2 reviews

5
100%
4
0%
3
0%
2
0%
1
0%

Michelle C.

Clarita was patient, profesional, and helped me reduce my tax liability. I will be using her services again next tax season!
Jun 11, 2020
Wilfred m.

Individual Tax Preparation

She did a great job. Handle everything I gave her with professionalism
Jan 5, 2021
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Verified
Credentials
Background Check

Clarita Ortega

FAQs

  • 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

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