I run my business based on three main tenets, all with the clients' best interests in mind.
You always get to interview me to see if we'd be a good match. I never make anyone hire me cold and you get to ask me all sorts of questions!
I don't keep 'office hours'. Due to the nature of freelancing, I try to be available whenever clients may need me, so they aren't left hanging in times of need.
I believe that you shouldn't have to be wealthy to afford an accountant and/or tax preparer who will be there for you.
There is no "one size fits all" approach to anything I do. Each service is tailored to each individual's needs.
Please note that these are the minimum possible prices. Odds are, if you have anything but the most simple of needs you will not be paying the minimum fees!
**All services include access to a private, secure portal for exchanging documents.**
$150/mo & up
You probably aren't an accountant so why waste your valuable time trying to do your own accounting? You belong doing what brings in income--leave the accounting stuff to the pros. You know, like yours truly!
$150 & up
One of the biggest mistakes people make is thinking they can prepare their own taxes. Don’t risk doing one of the most important tasks of the year just because you “think you can”, someone else was able to do it, or you simply don’t want to spend the money.
$225 & up
Even more confusing than individual income taxes yet just as important since most small business returns flow directly into your personal tax return. That said, it’s important to work with a professional that you can trust and count on to provide solid advice.
Eric is an attentive, thorough, and caring professional. He is very responsive whenever I have a question, and has helped guide me through everything from normal yearly taxes, to more complex situations like applying for the PPP loan and navigating my evolving business. He has great knowledge for working with sole proprietors, and smaller businesses, which is essential to find in order to feel truly supported and understood. I highly recommend working with Eric!
Eric was great to work with! He quickly responds to emails, calls, and texts whenever we had a tax question, and even redid some areas of our return after we made contributions to retirement accounts for the prior tax year. We highly recommend him. Some friends have told us horror stories of their accountants taking WEEKS to reply to even a simple emailed question. We gave them Eric’s contact info.
I reached out to Eric for consultation after receiving a letter from the IRS stating that I was being audited. He was quick to respond (I think he could sense my stress level). He helped me understand not only what the process would be, but also to confirm that I had adequate records. His immediate feedback gave me the confidence when talking with the IRS. Eric is not only knowledgeable, but honest. He could have easily pushed for his own business, asking me to hire representation in my defense, but he didn’t. He’s now my go-to guy for all things related to taxes.
Working with Eric makes my least favorite part of being a business owner easy and painless. There’s nothing hidden about his process, the systems he has in place make the entire process seamless , and he’s great at communicating so I always know where I am in my filing process. Wouldn’t work with anyone else.