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Oakton
For individual clients, we specialize in financial planning, tax return preparation, and e-file services. We offer clients accurate, efficient, state-of-the-art service at competitive fixed rates. For small business clients, we offer tax return preparation, full service payroll management, bookkeeping, and advisory services. We offer highly competitive rates. We're available in person by appointment, by mail, by phone, or completely online.
Oakton
Dean Li and Magner, LLC provides small business accounting and income tax preparation and individual income tax preparation services.
Fairfax
Accounting and Tax Practitioners providing accounting and tax preparation services to individuals and small to medium sized businesses since 1980. We provide full-service bookkeeping services, payroll services, accounting services, financial statements preparation, business and individual (all states) tax preparation as well as e-filing services for all returns.
During my 38 years of practice I have worked with many individuals with simple to extremely complex returns from almost every state. I have prepared many returns for clients living and/or working overseas. I perform accounting, bookkeeping and tax preparation services including payroll for small to medium sized businesses including corporations, sub-chapter s corporations, partnerships, fiduciaries and estate returns. Well versed in all accounting programs including QuickBooks Desktop, QuickBooks Online Peachtree, Wave, and a variety of other programs. I am a QuickBooks Pro Advisor.
Everything. Meeting new people, assisting them with their accounting, bookkeeping and tax preparation needs. Every return and every situation is different so that my job never gets old or boring.
In the early 1980's, I was involved in a mentorship program for accounting and tax preparation. I was fascinated with the tax code and enjoy solving all of the accounting and tax puzzles that present themselves in different situation. I love working with people and assisting them with their accounting and tax preparation needs to help them financially.
Clients have a variety of accountants and accounting firms to choose from today. My focus in on the client, servicing their needs, not setting them up with programs that they do not need. My focus is on long term relationships. Having been in practice since 1980, I am fortunate to have many long term relationships with my clients. Additionally, my pricing is flexible depending upon the needs of the client. I offer volume discounts for extensive work m(corporate returns, unfiled returns). I am available to perform work both in my office and on-site depending upon the needs of the client.
My typical process is meeting new clients via telephone conversations or by email. I inquire as to what specific services the new customer is interested in and I give them a detailed plan as to how my firm can assist them with their specific needs. Generally, followed up by initial appointment to gather all of the information. Additional information needed is garnered either by email, mail or follow up appointments. When returns are complete, I sit down with the clients and go over their returns in detail to answer any and all questions. I am available by phone year round to answer client questions. Complete customer service twelve months a year - not just during tax season.
