288 Walnut St suite 410, Newtonville, Newton, MA 02460
I am an Enrolled Agent (EA), licensed by the IRS and a specialist in all types of taxes. I manage tax compliance (filing and paying taxes), representation (speaking for clients when the IRS either audits of has questions regarding preparation of a return);
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What do you love most about your job?
Nothing gives me more satisfaction than being able to tell a client that because of the steps they took, their refund is larger, they will be able to retire on time; and it all started with the talk we had one, two, five or more years ago... I can't do these things FOR my clients, but I can show them the steps to take, and I love it when we see it all work out!
What inspired you to start your own business?
I decided to start my own business because I always wanted to "take the reins" and choose the direction I would go in. There is something about being in charge that makes me want to get up every morning and stay late at night. It makes me proud to have my name on the door.!
Why should our clients choose you?
Bark clients should choose me if they are looking for a long term professional relationship to meet and manage their financial needs. I am not a seasonal tax preparer who closes up shop after April 15. My office is open year round to answer all your tax and financial questions and help you "do the best with what you have." I sign my returns and take responsibility for my work with a solid guarantee. If the IRS has questions, I am here to provide the answers.
Can you provide your services online or remotely? If so, please add details.
I serve my clients in person (with mandatory masks and social distancing) or digitally, using email, Zoom, Facetime, eSignature and no-contact delivery.
What changes have you made to keep your customers safe from Covid-19?
We have always used email as part of our information gathering and document delivery process, whether for tax preparation or financial planning. At this time we have expanded to additional digital and virtual platform's to serve clients in a no-contact environment.