Trust-E-Tax
(2)
(2)
I am a very detail oriented, highly creative Enrolled Agent. I make it my personal goal to get my clients the best possible results, and to not only look at the small things but consider the larger picture. I have extensive experience in personal and business tax returns, real estate strategy, audit prevention, and future planning.
2 customer reviews
Sevenia
I can’t say enough about this company’s service. They were professional and experienced. I had an above and beyond tax need and it was handled amazingly.
Halie
Very informational, helps not only to file and fix tax issues but give an in depth understanding of how system works.
Also very easy to worth with, and cares to see you get the best return possible.
More...
What kind of accounting services do you provide?
I do personal and business tax returns, including sole proprietorships, corporations, and partnerships. I have experience with estate returns and non-profit returns as well. I help with forming corporations and LLCs, and consulting regarding tax strategy and lowering audit risk.
Why is it so important for businesses to hire a great accountant?
A good accountant helps you find credits and deductions, be aware of audit factors, and creatively approaches problems to find solutions. A bad accountant can cost you thousands of dollars making mistakes doing things they pretend to know how to do.
What do you love most about your job?
I love helping people in need. Being able to take someone's tax situation that seems hopeless and making them feel relieved, happy, and feeling like they know more than before I helped them, is incredibly rewarding. Taxes are complicated and can be scary if you don't understand what's happening or what to do. Being someone who can change that is what I love about doing taxes.
What inspired you to start your own business?
I see tax returns from other offices every day that have the minimum amount of effort put in, and the client is left with the ramifications. Tax returns with made up cars and houses the client has no awareness of. Uber tax returns where the preparer was too lazy to deduct the mileage. And these clients have no understanding of the tax laws or how their deductions work.
I wanted to start a business where integrity was more important than getting paid, where I could educate my clients so that they knew what was happening with their tax situation.
Why should our clients choose you?
My main drive is to educate my clients in how their taxes work, and how they can use that knowledge to save themselves the most money possible. I am honest, and tell clients as it is. If I think there are better alternatives to my services, such as free tax filing options, then I recommend those options to my clients.
For tax returns, I do free preparation so that my client knows what they're getting for my fee. If they like the results of my work, they can pay me to file the tax return. If they're not happy with the results, they don't have to pay for any services rendered.
Can you provide your services online or remotely? If so, please add details.
Yes, I am able to do returns via email correspondence as well as over video conferencing programs such as zoom or skype. I have a secure client portal which can be used to upload documents, as well as storing any projects I complete for the client for them to access at their convenience.
Personal Tax Preparation
Includes comparison to previous years for possibly missing deductions and credits.
Tax returns include extensive strategy for itemization, deductions, credits, Real Estate (Personal and Business) and Sole Proprietorships (Self Employed).
Strategies to maximize future refunds, prevent balances due, and reduce taxes included as part of preparation of the tax return. Returns assessed for audit risk.
All states included.
Business Tax Preparation
Includes comparison to previous years for possibly missing deductions and credits. 1120, 1120S, 1065 Returns all included. Strategies to maximize deductions and get the most out of your business. Return reviewed for audit risk. All states included.
Back Tax and Debt Settlement
Consultation to look at back taxes and strategize how best to handle them. Consultation will include exploring the various options and how they apply to your particular situation, and multiple strategies to ensure you pay the least amount of tax possible.
Potential services include Offer In Compromise, Currently Non Collectible Status, Installment Agreement, and Audit Reconsideration.
Corporate and LLC Formation
Formation services for C Corps, S Corps, Limited Partnerships, and Limited Liability Companies. Includes a consultation breaking down the pros and cons of each type of entity, and which might be right for you.
