Our CEO has over 16 years experience in the tax preparation field. She has a Bachelor’s in Accounting and her GPA was a 3.9. She was also inducted into several honor societies such as, The National Society of Collegiate Scholars, Sigma Beta Delta, Epsilon Pi Tau and Phi Theta Kappa due to her exceptionable performance in college.
She currently holds a current & registered preparer tax identification number (PTIN) with the IRS (required) & she has taken the continuing education credits & ethics classes at The Ohio State University (required) as well as taken the registered tax return preparer (RTRP) exam which has been overruled by a US District Judge however, the exam was meant to insure that you have the utmost proficient tax preparer handling your financial needs.
She also participates in the IRS’s Annual Filing Season Program. This program allows her to have limited representation rights, meaning she can represent you for all returns she has prepared and signed before examination, customer service representatives, and the Taxpayer Advocate Service. With completion of this program she is listed on the IRS’s public directory of tax return preparers.
The CEO will personally go over every return before it is filed to ensure accuracy. *Not liable for failure to report all forms of income/expenses. That is the personal responsibility of the taxpayer.*
Small business means small prices! You already pay enough in taxes, why pay more to have your taxes prepared?