It all began at 13 years old...
Growing up, I wanted to be an attorney. However...
My mother ran her own business and the last thing she wanted to do was take her time away from running the business to do the 'paperwork'. She knew I liked math and numbers so she led me down to her basement office. After a few tutorials, and several pages of ledger paper, I began an unexpected career keeping the books for my mother and I haven't looked back since.
-
years
of professional experience
Our reviews say it all!
FAQs
What is your typical process for working with a new client?
For tax preparation: We operate mostly remote although introductory appointments can be scheduled if you choose by scheduling a day and time on the calendar.
We require a $100 nonrefundable deposit for new clients which be applied to the final invoice.
Begin by filling out the appropriate tax organizer and engagement letter for personal or business which can be found on the forms page. We will reach out if anything is missing. Once all documents and the deposit have been received, we will begin to prepare your return. Please allow a 7 day turn around. Once your return is complete, we will send your return. the efile authorization and invoice back to you via our secure portal for your review. You can schedule an appointment to review if you choose. You will approve your return by signing and submitting the efile form and paying the invoice. We DO NOT efile the return until we are paid.
For bookkeeping: Please complete the bookkeeping intake form located on the forms page and schedule a free consultation via any method you choose to discuss the specific needs of your business and develop a plan for moving forward.
For payroll: Please complete the initial payroll quote form and we will get back to you.
What is the cost of a tax return? Do you offer discounts?
Income Tax Return prices will depend on the forms involved, complexity of the return, and whether it is a personal or business return. Please use the tax preparation estimator for a better price range.
Simple efiled personal returns begin at $200, which includes 1 state return. Tax prep fees can be auto deducted from your refund, if you choose (for an additional fee), so there is no out of pocket expense. Simple efiled business returns begin at $500, which includes the state return if needed.
Discounts are available for students, military personnel and seniors.
Do you stay current with tax laws and/or complete training?
Yes, every preparer completes a minimum of 15 hours of continuing education credits each year along with additional conferences and/or seminars in order to stay current on tax laws.
The owner is a Certified Payroll Professional through the American Payroll association.