About Us

I have been completing tax returns for over 33 years. I've always had a head for numbers. In high school I took my first accounting class and discovered a love for accounting. At 18, I was married and did our own taxes for the first time. Like everything else I do, I read up on the tax laws and researched exactly what I needed to know in order to prepare my own taxes. The next year I went to a tax professional and paid over $125 to have my taxes prepared — and discovered I had done my own taxes better and cheaper.

Over the next few years I began preparing not only my own tax return but the returns of friends, family members, and co-workers. As tax season came around each year, people would always have questions about what they could and could not claim. I would educate them on what they needed to know to get a better return — helping them keep their money in their pockets instead of paying so much to the IRS.

Originally I started out doing all this at no cost since most of the returns were for family and friends. Everyone for whom I prepared a tax return was extremely happy with the results. They insisted on giving me money for my time and effort — and over the years I turned this into a business that I completely love.

I volunteered with the IRS from 2004–2008 and am certified by the IRS every year to prepare taxes. Through that work I have made many friends within the IRS whom I can rely on when deductions or tax situations can be questionable. I currently hold a Bachelor's in Accounting along with a Bachelor's in Business Management.

My tax services are low cost due to low marketing costs and low overhead. I believe it should not cost you an arm and a leg to have your taxes prepared. About 80% of my business comes through word-of-mouth referrals from friends, family, and business associates — the most effective way I know to run a business.

If you are looking for a generic run-of-the-mill tax office where you spend 20–30 minutes with someone who has had basic training, then I am not the tax accountant you are looking for. As my company name implies, I do customized tax services. I spend the time to talk with you, gather all the information, and run through various scenarios in my tax program to find where you get the most money back. Once your return is finished, if I see something you can do differently in the current tax year to get a better return next year, I make sure to share that with you.

I feel it is better to educate each person on their taxes — what deductions work best for their situation and what records they need to keep going forward. The better prepared you are, the better your tax returns will be.