A tax preparer is a qualified professional who helps clients to file their income tax returns. They meet with clients (virtually) during the tax preparation process to review financial records, complete all tax forms, and ensure that completed forms follow legislation and regulations.

Tax Filing Process: (currently servicing: Individual & Small Business/Self Employed/Independent Contractor Filers in California Only)

Setting up meetings with clients (virtually).

Guiding clients through the tax preparation process.

Preparing and submitting tax returns for clients.

Auditing all tax forms for completeness and accuracy.

Securing repeat business and expanding the client base.

Analyzing tax data submitted by the client to maximize the outcome for the client.

Signing income tax returns on behalf of individual and business clients.