FAQs
- What is your typical process for working with a new customer?
When working with a new tax client, we begin with a free, brief consultation to discuss your tax situation, goals, and any specific concerns you may have. Following that, I’ll provide you with a list of required documents (such as W-2s, 1099s, and previous tax returns) to ensure we have everything necessary for accurate filing. I will then review your documents, prepare your tax returns, and identify any potential opportunities for savings or deductions, while also discussing tax strategies for the future if needed. Once your returns are ready, we’ll review them together to ensure accuracy and that you’re comfortable with the results before I file your taxes on your behalf. After filing, I’m available to assist with any follow-up questions or IRS inquiries and can provide ongoing tax advice as needed.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant (CPA) with extensive experience in tax preparation, planning, and compliance. My expertise includes individual, corporate, and partnership tax returns, as well as advising clients on tax strategies to minimize liabilities and maximize savings. With a strong understanding of current tax laws and regulations, I am dedicated to helping clients navigate complex tax issues and optimize their financial outcomes.