KeyAdvanceMents Accounting & Tax
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Special tax situations
Stocks or bonds,
I hate doing my taxes but she made me feel really comfortable and ended up being cheaper than it would’ve been if I did TurboTax on my ownMay 1, 2018
Individual Tax Preparation
Reliable and fastApr 12, 2019Verified
she is the best accountant someone can deal with. She helps you in every single detail, she is kind and so professional. I wish for you all the best cz you deserve it.Mar 31, 2020
Individual Tax PreparationApr 17, 2019Verified
Business Tax PreparationOct 2, 2018Verified
- What should the customer know about your pricing (e.g., discounts, fees)?I keep my pricing fair. Sometimes I'm unable to give a quote right up front only because I don't know all the circumstances. I'm definitely less than the Big firms and more personable.
- What is your typical process for working with a new customer?I like to get to know the new client and their circumstances. I basically put myself into their position to understand better. This works because I know more about what their needs are and how to be the best I can be for them.
- What education and/or training do you have that relates to your work?I have a dual BS in Accounting and Business Administration from Franklin University in Columbus OH. I've been in the accounting and tax business for 20+ years. For tax, I worked as a seasonal employee for 19 yrs with the world's largest tax company. For accounting, I've worked in various small/medium businesses as a bookkeeper up to controller. Then went into public service and served as an Auditor with the state, auditing state agencies.