About Us
Experienced Tax Specialist
I have several years of experience as a licensed tax professional (seven years as part of a public accounting firm, one year currently self-employed). In that time, I have helped clients with almost anything under the sun (experience listed below), with a specialty in individuals and small to medium-sized businesses. I can provide high-quality tax service to clients of almost any background or industry.
Experienced QuickBooks Specialist
Throughout my entire time in public accounting, I have also helped clients set up and use their accounting systems. Because I encountered QuickBooks the most, I have used Intuit's ProAdvisor program to become a Certified QuickBooks ProAdvisor, so I can provide better service to my clients. As an independent QuickBooks consultant, I can now provide high-quality advisory services in addition to offering bookkeeping and payroll.
Bundle Discounts for Multiple Services
Having multiple tax and accounting services done together is more time-efficient and cost-efficient for the accountant and the client. For example, the accountant does not have to ask too many questions while preparing the tax return if they have been responsible for the bookkeeping for that year. This is why discounts are offered for bundling multiple services together. For example, the tax return may be free for bookkeeping clients!
Virtual Tax and Accounting Office
Like most tasks today, tax, accounting and finances can now be managed from the comfort of your computer or mobile device. Of course, there is no replacement for in-person meetings and a firm handshake (which we still do). However, you will find that the virtual components of our business will make every step of the process more convenient. Streamlined scheduling, e-signatures, variety of payment options--the goal is to make your tax season as easy as possible!