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Beechhurst Capital Advisors LLC profile image
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Beechhurst Capital Advisors LLC

Imagine this. You hate your day job but you love making handcrafted woodcarvings. After a string of bad days that seem to have gone on forever, you can’t take it anymore and decide to take the plunge and leave that gut-wrenching, soul-sucking job. Needing a way to support yourself, you figure “Hey, I can sell my woodcarvings online”. You are now one of the newest cogs in America’s economic engine; you are a small business owner. No one is ever going to treat you like trash again; you will always be able to provide for your family. Some time passes and you end up meeting with a friend who has their own side gig. In the course of conversation about your businesses, your friend asks, “Are you making enough money to cover your estimated taxes?”. You say “yes” but you're really thinking, “Estimated taxes?”. “What’s that?”. Suddenly you realize, “I need help”. I am that help. Formed as a virtual tax and business services practice, my goal is to provide competent and thorough solutions to your more complex and unique tax and business situations. Small businesses may seem simple but in reality, being in compliance with federal, state, and local laws, managing tax obligations, and making a profit can be more than most people can handle on their own. No matter what the details of your tax or business situation are, I can help! Please feel free to contact me for a free consultation so I can start the process of providing you with a personalized solution.

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What do you love most about your job?

I love the order and structure of accounting and tax work. Finding ways to legally lower a client's tax bill gives me personal satisfaction, as does helping small business owner navigate their way to success in an often competitive and ever-changing business world. Seeing a small business owner or taxpayer thrive and hearing them say thank you is worth all the hard work that I put into helping them.

What inspired you to start your own business?

I started this business so that I can provide my clients with the level of service I expect to receive when I hire a professional. I have worked for both small family businesses and large, big-box tax prep firms and frankly, I didn't always agree with the boss's or company's rules and regulations. After much reflection, I realized that the only way I can consistently deliver an experience that meets my standards is by being my own boss.

Why should our clients choose you?

Every client deserves fair and honest treatment, as well as first-class customer service. Every client will deal with me and only me. You will not be met with an assistant or answering service. Starting with an introductory phone call, I will thoroughly explain my process, gather your information and get to work. Depending on the complexity of the work, I will give you an estimate of my fees and timeframe for completing my work. When finished, we will have another call to review my work. I am always accessible by phone, text, or email if you have any questions or concerns. In short, I promise you my best effort so that you may have a wonderful experience.

Can you provide your services online or remotely? If so, please add details.

At this time, my services are 100% remote. Although I am located in Queens, NY, I have extensive experience preparing taxes in all states that have state and local income taxes, as well and sales, use, and personal property taxes. I deliver all services via voice and video calls, utilize secure, cloud-based accounting and tax preparation software, and electronically file all taxes. I have a client portal that is powered by SmartVault where all clients can access their records whenever they like and I collect all digital signatures via DocuSign.

What changes have you made to keep your customers safe from Covid-19?

I provide all services remotely so my client never has to leave the comfort of their homes or offices.

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