Meet the Mobile Tax Agent

Let me tell you a little bit about me, my business, and why I do what I do.

I've been doing taxes for over 10 years. It is a passion of mine. I know.. that might sound silly to so many people. I'm passionate about meeting new people and teaching them how to save more of their own money. I enjoy educating people on making decisions that increase their refund or decrease their balance due. The tax code is not all about how much taxes are taken, there are also many beneficial deductions and credits that taxpayers can take advantage of when they file.

Through the years, I've had the pleasure of teaching tax courses to individuals who were interested in receiving their license to file tax returns. It was a pleasure to share my knowledge with others and see them share it with someone else.

People have asked me why my prices are so much less than my competitors. Let me answer that for you..

I am a mobile based business. I don't have the overhead that many tax business owners have. I don't lease an office space, pay utilities for the office, insurance for the building, nor pay employees. I do all of my own advertising, appointment scheduling, filing, and all the tax preparation. I personally answer every phone call, email, text message, social media comment, etc. I care about every client that I see and do my best to ensure they get the maximum they're entitled to.

Having been in the industry for several years, I have seen the prices that many tax firms have charged just by looking at the invoices in my client's packet. My goal in forming my business was to provide quality at a reasonable price. I wanted to go a step beyond quality, and also wanted to provide convenience. With my services, I come to the client instead of the client coming to me. I also have a great upload feature where clients are able to upload their tax documents directly to me through a secure link. This feature works great when clients want to refer me to an individual who doesn't live close by. It also works well for those clients of mine who move to a different area.

Feel free to peruse through my website. There are other blogs with good tax information, as well as a pricing page, tax preparation checklist, document upload center, etc. Call me with any questions!

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