To become a client, you can start by contacting me through my website or by phone to schedule a consultation. During the consultation, we will discuss your business needs and how I can assist you. If we determine that my services are a good fit for your business, I will provide you with a proposal outlining the scope of work, fees, and timeline. Once you review and approve the proposal, we can move forward with onboarding. Once all necessary information has been gathered, I will begin providing the agreed-upon services. Throughout the engagement, we will maintain regular communication to ensure that your business needs are being met and that you are satisfied with the services provided.

I take confidentiality and security of your financial information very seriously. The client portal I use for your documents is developed by Canopy Tax. All of the customers’ files are stored in the cloud. Plus, data is encrypted in transit and at rest using 256-bit encryption. Additionally, Canopy and its client portal (both web and mobile) require the firm and their clients to use two-factor authentication to access data. This provides a second layer of security to make it more difficult for unauthorized users to gain account access. Each year Canopy undergoes an evaluation to produce a third-party audited, SOC2 Type 2 compliant report of our software. This certification is used beyond the accounting industry but is governed by the AICPA, and a SOC2 report provides “detailed information and assurance about the controls at [Canopy] relevant to security, availability, and processing integrity of the systems [Canopy] uses to process users’ data and the confidentiality and privacy of the information processed by these systems.” The report is available upon request for current and prospective customers.

My services can benefit your business in several ways. Firstly, I can provide valuable insights into your financial performance, identifying areas where your business is thriving and areas where you may be able to improve. This information can help you make informed decisions that can drive growth and increase profitability.

Secondly, I can assist you in optimizing your tax position, ensuring that you are taking advantage of all available deductions and credits while remaining compliant with all relevant tax laws and regulations. Thirdly, I can provide you with guidance on financial planning and strategy, helping you to plan for the future and make informed decisions that will position your business for success.

I understand the importance of clear and effective communication with my clients. I will work with you to establish a communication plan that meets your needs and expectations. We will establish how often we will touch base, whether it is weekly, monthly, or as needed. We can communicate through e-mail, phone, text, video chat, or in person. If not immediately, I will respond to your inquiry within one business day. 

I offer flexible hours to accommodate my client’s schedule. This flexibility can be especially helpful for clients who work full-time or have other obligations during regular business hours. It can also make it easier for clients to get the support they need when they need it, without having to take time off work or rearrange their schedules.

The length of time it takes to complete the work will depend on the specific services you need and the complexity of your financial situation. Some services may be completed in a matter of days, while others may take several weeks or months. I will provide you with an estimated timeline for completion. This will take into account the scope of the work, the availability of necessary documents, and any other factors that may impact the timeline. It is important to note that in order to provide accurate and thorough services, I may need to take the necessary time to review and analyze your financial information carefully. Rushing through the work could result in errors or incomplete analysis, which could be detrimental to your financial health. Rest assured that I will work efficiently to complete the work as quickly as possible while maintaining a high level of quality and accuracy. If there are any unforeseen delays, I will communicate with you promptly and work with you to establish a revised timeline.

I stay current with changes in tax laws and regulations by regularly participating in continuing education courses, reviewing updates from government agencies, reading professional publications, and online resources. 

As a CPA and an EA, I can help you reduce your tax liability and improve your financial situation in several ways. Firstly, I can work with you throughout the year to develop a tax strategy that minimizes your tax liability and takes advantage of all available deductions and credits. Secondly, I can help you keep accurate and up-to-date financial records, which can provide valuable insights into your business and help you make informed decisions. Thirdly, I can analyze your financial statements and identify areas where you can improve your profitability and cash flow. Lastly, I can provide guidance on a range of business issues, such as budgeting, forecasting, and financial management. 

Whether you can do your own taxes or need to consult a CPA will depend on a number of factors, including the complexity of your financial situation, your level of knowledge about tax laws, and your willingness to invest the time and effort required to prepare your taxes accurately. If your financial situation is complex, with multiple sources of income, significant deductions or credits, or other complicating factors such as owning a business, rental properties, or investments, it may be wise to consult a CPA.