Question #1
I want my refund fast. Can you file electronically, like H&R Block?
Yes. I am an Authorized IRS e-file Provider. I can quickly prepare your return, file electronically, provide customized service, and do it all cheaper than H&R Block.
Question #2
I run a business. Can you file both my business and my personal taxes for me?
Absolutely yes. Many of my clients do the same.
Question #3
I already have a bookkeeper. Is it okay if I just work with you for the financial planning and tax filing pieces?
Of course, I’m here to help you at whatever level of service you need.
Question #4
Do you provide financial planning services, as well?
Yes. I can help you build a portfolio, and make plans for major purchases, retirement, and education. I can also help you with debt and cash management.
Still have outstanding questions?