Early and accurate organizing of your numbers is the best defense against tax anxiety.
It’s also a great way of avoiding trouble with the IRS.
Early in the year, I will
* Convert the info on your bank statements into spreadsheet reports
* Delve into those boxes of receipts
* Accurately total up all your income and expense categories
* Provide you with a clear list all your transactions, by date or other order as you may wish
This way, you’ll be prepared for that meeting with your tax accountant.
I do not actually do your final tax return, but I do provide the numbers and confidence you need for your preparation.
If you wish, I can also interview you, so that you can see how your numbers would come out according to TurboTax, and I can print out proposed, unsigned tax returns for you to look at.
However, that would be for your information only, as I do not provide CPA (Certified Public Accountant) services.
I offer this service for individuals, businesses, and accounting firms.
I specialize in assisting people with tech or computer phobias, and I love working with seniors.
Whether you see yourself as slow or fast, I like to help.
I live near the U.
C.
Berkeley campus.
I’m available to interview you and to find out how I can assist you.
I’m always happy to listen!
Excellent references!
David Godinger