I am a sole proprietor focused on retirement planning as well as tax preparation and planning. I have recently been named as the Dave Ramsey Endorsed Local Provider for taxes.
2 customer reviews
Wayne Deitz
Tax Preparation
He offers Great Professional Service at a Reasonable Price
Marmee Marion Colfer
Tax Preparation
It was a pleasure to He work Paul. He replied quickly and prepared my tax returns within 24 hours. I will use him for subsequent tax preparation.
What do you love most about your job?
Honestly, I really enjoy helping people meet rheir goals and teaching them along the way.
What inspired you to start your own business?
I have always loved the financial services business. Also being self employed helps me soend more time with my family.
Why should our clients choose you?
I am fair, honest, and enjoy helping and teaching people.
Can you provide your services online or remotely? If so, please add details.
I am able to provide remote services. I use zoom for video conferencing and docusign for secure eSign.
What changes have you made to keep your customers safe from Covid-19?
I started offering remote appointments using zoom and docusign.
Tax preparation
Also I looks for tax savings and planning strategies.
