I started my private client firm in 2010 following a long and successful career running a national insurance company. The experience in running that companies finances and development has helped me in working with individuals and business owners whom need an advisor whom has been on their side of th
As a licensed and bonded tax preparer, I am required to maintain annual continuing education standards. These ongoing courses include compliance and ethics, in addition to the ongoing changes in the tax code.
I work with individuals and closely held companies. Whether a large corporation, or Mom & Pop home business, I have the experience as well as systems to accommodate all types.
I am looking for long term clients, therefore, in an initial year of service, I will typically keep the invoice low in order to demonstrate the quality of my service, follow through and delivery. I have found this to create strong good will and as result see the majority of my clients return the following years.
Upon our initial exchange of communication I will forward the prospective client an email with a link that when accessed, will take them to a questionnaire and client portal. This is where all information can be conveyed, and the necessary documents can be uploaded in an encrypted, and secure way.
I love working with people of all walks of life. I most find people branching out into self employment most rewarding to work with. While I am certainly no lawyer, I have worked with every type of entity and am quickly able to counsel on which direction makes the most sense for my clients, from a tax perspective.
My reviews speak for themselves. People want to know they matter and when I am working on their file, they want to know it is done so without mistake, and with attentiveness to their individual needs and issues.
Know what type of interaction you want with your preparer. Also, how much time do you wish to devote to the process. No matter the answer, the better I know how to make your experience a good one, the closer I am able to get for you without a hitch.
Copyright © 2023 JimmyTax - All Rights Reserved.
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.