Home Page     

Why Me

Experience, I know I have it, but I am not too sure about the others. Read and learn.

I do have a lot of experience, doing hundreds of income tax returns each year, but did you know that I also teach continuing education classes for income tax preparers? It's true, I did so for many years at H&R Block where I taught almost every advanced tax class they have offered and I have been recognized for my outstanding contributions to the company. Now I have seminars which have been developed to help other professional and not just tax people. We help the travel industry too. Add to all of this the fact that I have returned to the stage as a stand up comic, which makes the presentation even more enjoyable. 

Yes, I do have lots of experience, doesn't everyone?  Just like everyone else, well maybe like everyone else, I have been doing income tax returns professionally for over 20 years at real companies. I do or have done almost every type of income tax return from the very simplest to the most complex.  From a single W2 (1040EZ)  to a 1120 (Corporation return). This is important, because my experience comes from a real income tax company, it is real work experience, and it is verifiable. Again, so many will claim to have experience, so what else can I say?  (I will tell you what I can say.) 

These others are not lying and the truth is so interpretive. (Yes, once again, I get in another self-serving sentence and you will be tested.)

Just for a moment, ponder these thoughts of wisdom. 'I did my taxes in 1998, I did them in 1999, I did them in 2000, and I did them in 2001. I have no clue if I did them right, and the letters correcting my mistakes from the IRS suggest I may need help'. I decide to take a tax class. I have now finished this tax class, and am offered a part-time job with a tax company. (Here comes your truth test.) 

Which of the following statements are true? 

Question One

A.  I have 4 years of experience doing taxes. 

B.  I have 4 years of experience doing my taxes wrong and this will be my first year of trying to get it right. 

C.  This is my first year of professionally preparing income taxes and you are my first client! 

Question Two

Which of these statement is more (or most) correct?

A.  This is my first year of professionally preparing income taxes and you are my first client! 

B.  I have 4 years of experience doing my taxes wrong and this will be my first year of trying to get it right. 

C.  I have 4 years of experience doing taxes.

Answers.  All of the statements are true and all are correct. 

The Final Exam

Do you want this person doing your income taxes? 

Reminder, I do have humor, I am not for everyone.

To Make a Appointment