I left working for the largest tax preparation company in the country to better serve the public. Here's my story of why I went independent.

Why be inconvenienced when there is a better way.

Solution: I go to the client and pick up their documents or they upload their documents through my secure portal. When I'm done I can drop off the return or have the client review it via the secure portal. 99% of the time, the tax return will be electronically filed so that the client doesn't need to do anything more than review an electronic copy of the return thus eliminating the need for another meeting.

The benefits of a fiduciary relationship

A fiduciary is someone who is required to put your financial interests above their own. When you enroll with me, I'm required to work with your best interests in mind.