I believe in helping people with their tax problems and making sure they don't overpay on their taxes.
My career began at 16 years old when I asked my parents to prepare their tax returns. I stated preparing taxes, professionally in a small corner store, operating as a satellite location for a major tax company. Early on, I believed the customers deserved more than what they were getting. I eventually stepped out on my own. My primary goal as a business owner, then and now, is to offer fantastic customer service and building great client relationships that go beyond the ax season.
A married couple with 2 plus children. 1 spouse has a regular job with gross wages over $150k per year and the other has a small business that has been established for 2 or more years that grosses over $50k per year.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Do you feel confident that your tax preparer has used all possible deductions?
2) Do you know of anyone that owes over $10K to the IRS?
3) Do you know anyone who has IRS tax problems and needs help?
4) Is your business setup to pay less taxes?