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Introduction: Each client is treated as if they were the only client. Personalized accounting for their needs. We become their back office with support in Accounting and Administration going hand in hand. Our client is our employer. We listen to your needs. I bring Corporate experience into your small business office. Without the corporate cost. I love seeing a small business owner succeed. This business is their dream and many times their families are involved in helping build it. So to be a part in helping build a solid foundation through good accounting practices is very satisfying.

Overview

Hired 18 times

28 years in business

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Reviews

5.0

3 reviews

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Alexia R.

Apr 2, 2015

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Hired on Thumbtack

Great communication, and fast but most importantly is awesome at finding those deductions! She was much more indepth than other tax preparers I have used in the past!

Individual Tax Preparation

Cynthia M.

Apr 9, 2015

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Hired on Thumbtack

Marlene completed my 2014 federal and state tax returns. She did an excellent job and I will certainly hire her again next year.

Individual Tax Preparation

Chris P.

Jul 5, 2015

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Hired on Thumbtack

The associates at Thumbtack are knowledgable and friendly. They resolve your questions quickly and throughly. Thumbtack helped put my business on the map. Thank you Thumbtack for all you do. #neverstop

Individual Tax Preparation

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is not complicated. I was advised early on by my CPA mentor to charge by the hour not the project because you never know what you are getting into when you start digging. I have a base rate for filing personal and business income tax returns. Any accounting or administrative work fees are extra and billed by the hour. I treat your business like it is mine. I am a part of your team. Willing to help whenever needed.
What is your typical process for working with a new customer?
I meet with them and try to find out how they have been handling things up to now. I ask a lot of questions about what they want and what they have tried. Then we develop a plan that works for them. We then discuss my plan and come up with a final plan of action. No canned packages. Everything customized to the client, their experience and their business. If only personal taxes, them I do my best to advise them on how to get the best return. I dig for deductions. I ask a lot of questions in all situations. Be it personal or business. Every client is unique.
What education and/or training do you have that relates to your work?
I recently took refresher course in Income Tax Preparation to be up to date on all current tax laws. Now I have the books with me to be prepared when something unusual may come up. I also stay on top of all Quickbooks updates so I can recommend the correct software to my clients.