Provider

D B

schedule a free consultation

HELLO, GLAD TO MEET YOU

credentials

contact

+1(916) 555-1212
B@YAHOO.COM

SACRAMENTO

SACRAMENTO CA 95820

bio

Provider

I LIKE TO DO TAXES FOR PEOPLE WHO WORK OR OWN THEIR OWN BUSINESS. GENERALLY I WORK BETWEEN FEBRUARY AND APRIL.

q & a

What characteristics do your favorite clients share?

BABY BOOMERS BENEFIT GREATLY FROM A PROFESSIONAL WHO CAN MATCH THEIR TAX SITUATION TO THEIR FINANCIAL PLANNING NEEDS

Describe a time where you went beyond expectations when working with a client.

OPTIMIZING THE TAX SITUATION FOR A CLIENT WHOSE PERSONAL TAXES INVOLVED A SMALL BUSINESS AND AN LLC HAS BEEN A PARTICULAR SHINING POINT TO MY EXPERIENCE

What single project or task would you consider your most significant accomplishment in your career to date?

AIDING A CLIENT WITH AN IRS NOTICE AND CONSTRUCTING A LETTER THAT SUCCESSFULLY DEFENDED AGAINST A $13K ASSESSMENT HAS BEEN PARTICULARLY GRATIFYING.

business info

MY TAX BUSINESS

A TRUSTED PROFESSIONAL

travel

I travel to my clients
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Financial Services

Tax & estate planning
Retirement planning

fee structure

Hourly fees


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