Zee Barfoot, CPA PLLC
Are you ready to feel like a priority? Have doubts in your tax strategy? Ready to work with a planner instead of a tax filer?
Would We Get Along?
Our most successful partnerships share the same belief and values as our firm. Here are some to determine if you would enjoy working together:
✅ You want strategies to reduce your tax burden
✅ Your tax situation is too complex and takes you too much time
✅ Quick and effective communication is important to you
✅ You find entity planning (that saves thousands of dollars) important
❌ You like getting billed by the hour
❌ You enjoy having no idea the progress being made on your work item
❌ You prefer no explanation or walkthrough of your tax return
How Do We Work?
Here is an overview of how we work in case you get curious.
🎯 First we grab some quick information before our call. This allows us to hit the ground running
🎯 Next we have an introductory call. This is where we get to know each other and determine the best way for us to assist
🎯 Assuming that call ends in you wanting to move forward, I will send you over a proposal with options on how to conquer your tax issue.
🎯When you choose the best option that fits your needs, you will receive an onboarding email with next steps not listed on this website!
🎯This is when the magic begins to happen. We keep you updated on your project at each step and send you a final video walkthrough of your project.
Services
Taxes:
- Preparation/Filing
- Projections
- Planning
- IRS Resolution
Bookkeeping:
- Cleanup/Catch up
- Month-To-Month
Advisory