Question 1

How are you different from other CPAs & Tax Preparers?

Accepted Answer

I focus on education and clear communication. Every tax return comes with a video explanation, and I'm available year-round, not just during tax season.

Question 2

What's included in the video walkthrough?

Accepted Answer

I walk through your entire tax return, explain the decisions I made, highlight any planning opportunities, and answer questions about your specific situation.

Question 3

Do you work with clients outside of Texas?

Accepted Answer

No, I only work with clients in Texas. This allows me to stay up-to-date on state-specific tax laws and provide the best service possible.

Question 4

How do you handle stock options and complex situations?

Accepted Answer

I specialize in helping people navigate RSUs, ESPPs, ISOs, and other stock compensation. I'll help you understand the tax implications before you make decisions.

Question 5

What happens during our initial consultation?

Accepted Answer

We'll discuss your situation, tax concerns, and goals. I'll answer any quick tax questions you have and explain how I work. Then we'll determine if my services are a good fit for your needs.

Question 6

Do you only work with businesses and stock option situations?

Accepted Answer

No, we also work with those who have rental properties.

Question 7

What types of businesses do you work with?

Accepted Answer

I specialize in service-based businesses and companies in the film and video production industry. These are areas where I have deep experience navigating the unique tax situations that come up.

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