As soon as you start to think about your business, I can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
Get some impartial advice from me before you consult the bank. A bank will want to see a strong business plan and organized records. Let me help you get ready for your business's next step!
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With me, I am sure your answers will be a resounding yes.
Every client is different. I charge based on my time and the complexity of the work tailored around your needs as a client. I offer tiered monthly and quarterly tax packages for ongoing work as well as on a per hour basis at this time.
You can communicate with me by email(my favorite), phone calls, texting, faxing, regular mail, Zoom, and for local clients or long distance clients that prefer in person once in a while, I will go to them. Currently, though, my office is not setup for client in-person meetings.
At this time, I am being selective as to whom I bring on as a client. I generally take on clients that have multiple income sources especially those who have businesses. However, each person that comes to me often has a unique tax situation, and so I reserve the right to pick and choose my clients at will.
While I can follow and create tax strategies for my clients to save on taxes, I try to leave the future financial planning to those such as a certified financial planners and adviors when it comes to setting up other financial instruments. I can work with them, but if you are wanting to know what to invest in and where you will be in 5 years, that is not my expertise.
Education, experience, and certification is important and while most people think they need a Certified Public Accountant, Enrolled Agents, like myself, can generally handle everything a CPA can except reveiws and audits of financial statements banks sometimes need for medium sized or large sized companies, usually in excess of $25 million.
I try to stay away from new trust or estate returns. If it is an existing trust or estate, I can take those on. I will not do reviews and audits of financial statements.