What I Offer

• Expert guidance to ensure compliance with tax regulations and guidelines.
• Accurate documentation of your income, expenses, and any other relevant financial information.
• Compliance assurance through thorough review, minimizing the risk of errors or omissions that could lead to penalties or audits.
• Deduction optimization by identifying potential deductions and credits that you may be eligible for, aiming to minimize your tax liability and maximize your tax refund.

What I Offer

• Weekly or bi-weekly tutoring sessions aimed at preparing you for an upcoming CPA exam
• Customized study plans based on the specified area of focus
• Concept clarification of general accounting concepts and principles to enhance your understanding
• Performance evaluation and feedback on mock exam questions to gauge preparedness, build confidence, and identify areas that require further focus
• Provide test-taking strategies including time-management techniques, prioritizing questions, and eliminating incorrect answer choices

In partnership with RGM Admin Services, we leverage proficiency in Google Workspace and MS Office Suite to offer:

• Drive organization
• Data entry
• Expense classification
• Tax schedule preparation
• Withdrawal reconciliation