Why hire me?

 

How do you vet a tax preparation professional?

 

Whether you’re looking for someone to help you plan your finances or prepare your taxes, there are countless options out there to choose from. The decision to hire someone best suited for your situation can becoming overwhelming. With over ten tax seasons under my belt, here are some of the most important qualities I’d look for in a prospective tax preparation professional or business advisor.

 

Certified Public Accountant

I would give hiring a CPA the heaviest consideration out of this entire list of qualifications. The CPA is a license earned by professionals in order to provide accounting services to the public. Becoming a CPA requires over 150 credit hours of education completed, in addition to passing a four-part exam. It is a rigorous standard, and completion of this certification means you are speaking with a trusted financial advisor. I’ve received my full CPA license, which means I have at least two years of auditing experience.

 

IRS and FTB Experience

Does your prospective tax professional have experience working with the Internal Revenue Service and Franchise Tax Board? I have built rapport over the years with both the IRS and FTB, and I have extensive experience working with both agencies to resolve clients’ tax issues.

 

Additional Credentials

Continued education boosts credibility and increases the changes a tax professional has the right knowledge to effectively help you with your personal and business needs. For example, is the prospective tax professional you’re considering an enrolled agent with the IRS? Do they have degrees from respected institutions? I received my Master’s in Taxation from Golden Gate University, and I am enrolled with the IRS. I graduated with my Bachelor’s degree from UC-Berkeley.

 

Other qualifications

Time is money, so you may also find it worthwhile to work with a tax professional that has efficient, transparent systems set up to best communicate with you. For instance, I utilize the best tax software available and a secure, confidential client portal to create a premium client experience. Last but least, are you speaking with something who you feel comfortable asking detailed questions? It’s important to be hire someone who is approachable and who you feel like you can trust.

 

Your finances are the foundation of your life and your future. I have all of the qualifications above—and more, and I’d love to chat with you to see how I can best help you plan your best year yet.

 

Contact me at…

Comments

Post a Comment

Popular posts from this blog

Day 1

 Are you ready for the 2023 tax season? If you're not a CPA, there's a good chance that this time of year makes your head spin. The tax code is so complex and full of traps for the unwary that even people who are familiar with it can feel overwhelmed by how much work is involved in preparing their taxes. But don't worry! That's where we come in. We've got the knowledge and expertise to navigate the complex tax system and ensure that you are taking advantage of all available deductions and credits. And if we can't find them for you, we'll make sure they don't exist! We also handle all the necessary paperwork and filing on your behalf--saving you time, effort, and stress during one of the busiest times of year. And because we're trained accountants (not just someone who knows how to use TurboTax), our work is accurate--which means no costly mistakes or audits down the road!
Read more

Getting married seen as a call option (finance)

  Getting married seen as a call option (finance) I am currently following in  Coursera  the course on “ Financial Markets ” given by professor  Robert Shiller . When the course finishes I may write about the experience and main takeaways from the course. Today, I only wanted to share an anecdote from last week’s lectures on futures markets and  options . At some point of the lecture the explanation from the professor went on as follows:  [options]  They occur naturally in life.  I remember  Avinash Dixit  was writing about options and he said “when you’re dating someone and you know the person will marry you.  You have an option which you can exercise at anytime by agreeing to marry .”  Now, one of theorems in option theories is you usually don’t want to exercise a call option early. And so Dixit would say, well,  maybe that that’s why a lot of people have trouble getting...
Read more

1.23.2023

 You don't have to be an accountant to file your taxes, but you should definitely hire one. It's not just about getting a refund--it's also about avoiding penalties and being sure that you're taking advantage of all available deductions and credits. A CPA has the knowledge and expertise to navigate the complex tax system, so they can ensure that you are taking advantage of all available deductions and credits. And if you've ever tried to do your own taxes, then you know how much time it takes--and how easy it is for something to go wrong! Hiring a CPA can save you time and effort by handling all the necessary paperwork and filing on your behalf. And most importantly: accuracy! A CPA is trained to ensure that your tax return is accurate and complete, which can help you avoid costly mistakes and audits.
Read more