Hello. My name is Robert Holihan, CPA. Can I help you with your taxes of financial statements?
780 Birch Ridge Dr
Roswell GA 30076
Although i have a full time job, I also prepare personal income taxes and affordable prices. The base of my clientele have been with me 22 years now.
q & a
What characteristics do your favorite clients share?
Most my clients are hard working, family oriented individuals, getting to know me via a referral from someone else. As the last Steven Covey said: "Business at the speed of Trust".
Why should a client hire you?
Taxes - some of my clients can prepare their taxes themselves, but choose to avoid the headache and excessive time it would take them. Accounting/Bookkeeping - clients use me for Quickbooks or Peachtree Accounting, spreadsheets and forecasts; mainly so they can concentrate on sales.
Describe a time where you went beyond expectations when working with a client.
One client's tax preparation (and accounting) started with a shoebox of receipts and ended with a full set of financials, including sales, cost of sales, expenses, inventory tracking and payroll reporting. For the next year, everything was tracked on spreadsheets.
What single project or task would you consider your most significant accomplishment in your career to date?
One client received an IRS notice owing $7k on a return, due to the mishandling of Form 1099-B. The stock sale basis was incorrectly compiled due to the DRIP that was set up. After outlining & researching, we took the highest basis available, and refiled with the IRS notice, taking away a large headache.
State University of New York at Oswego
Bachelor of Accounting