If you are new, please go to my "Resources" Tab to find my Engagement Letter, New Client Info Sheet and a blank organizer for your convenience. For existing clients, you can send your documents via the secure portal we established for you last year, or go to my Resources tab and use the Guest File Exchange.
I can also send you a personalized Organizer through the portal. I love doing taxes and helping people to pay the least amount of taxes possible. I also work closely with small businesses to keep their books current which helps in decision making and planning. I tailor my services to meet your needs.
I can also send you a personalized Organizer through the portal. I love doing taxes and helping people to pay the least amount of taxes possible. I also work closely with small businesses to keep their books current which helps in decision making and planning. I tailor my services to meet your needs.
Services
I work with small businesses and start-ups to help take care of reporting and compliance needs. I always give personal attention to every client and am available to help you make the best possible decision. When I prepare your books, I will provide financials each month and if you have questions, I will take the time to make sure you understand what I'm giving you.
Please note, I will need a new ENGAGEMENT LETTER from every client BEFORE I can start working on your taxes. Please download it here and either bring it in at the time of your appointment, drop it off with your tax info, fax or email it to me. If you are a new client, I will need a copy of each signer's Driver's License or other form of state issued ID.
Enrolled agents (EAs) are America's tax experts. EAs are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a stringent and comprehensive examination covering individual and business tax returns and representation of clients before the IRS or through experience as a former IRS employee.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a stringent and comprehensive examination covering individual and business tax returns and representation of clients before the IRS or through experience as a former IRS employee.
You can upload those items into the "Guest File Exchange" and after that, I will create your own Personal Portal. After I get started, I may have questions for you and/or need more information. I will email you with those questions and sometimes you can just email me back, but sometimes you will need to upload confidential information into your Personal Portal.
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