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I started helping people as a business coach and found that more people needed help with their tax situation than starting a business. So, I prepare taxes from January through April and maintain business relationships for coaching the rest of the year,
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What do you love most about your job?
I love helping people understand their tax situation. I am a natural problem solver so that part is easy. I listen, process, then offer solutions to assist with the clients needs.
What inspired you to start your own business?
At first, I wanted to make extra money, building a client base is more important. You don't make money for a couple of years. I have made enough to pay for the technology and systems, so having the freedom to add to my income is good and having the opportunity to help people is greater.
Why should our clients choose you?
Clients choose who they want to. The internet is making it easier to access clients and my reviews will speak for themselves. I just do good business.
Can you provide your services online or remotely? If so, please add details.
I am 100% remote and use secure portals and apps for convenience.
What changes have you made to keep your customers safe from Covid-19?
We are 100% remote. Removing the chance of infection has made the difference.
Tax Preparation
I help individuals with tax preparation. From simple 1040 to complex Schedule C, my team and I can provide excellent service with clear explanations. When we discuss your return, I ask questions to see if we can get more back for you and I can explain why you owe. I spend a little more time than the retail operation which sets me apart.