01/26/2023
Hi, Everyone!
Hope you had a FABULOUS 2022 and that you’re looking at an even better 2023!
Having been a one woman shop for the past three years, I’ve discovered there’s no big ‘S’ on my chest and that I can’t leap tall buildings in a single bound. With all the changes in the tax laws—and the decimation of IRS’s staff (resulting in longer hold times and near non-existent responses to mail inquiries)—it takes more than one person to run a tax firm.
So, I’ve spent over a year searching for someone I trusted to help me take care of you. And eureka—I’VE FINALLY FOUND HIM!
Neil Narvaez is the owner of Professional Tax Services LLC in Fremont, CA. Like me, he’s an IRS Enrolled Agent. In addition, he earned master’s degrees in education and Taxation from San Jose State University. He also earned his MBA from the University of Arizona. In addition, Neil is a Certified Financial Planner (CFP) who can provide wholistic financial advice about investments, retirement, insurance, and estate planning in addition to tax savings opportunities. As an Enrolled Agent and CFP, he’s required to complete over 50 hours of continuing education each year. So, you can rest assured that all the latest tax changes will be explained to you in a clear and easy to understand manner!
This year, I’ll be partnering with Neil to expand our services and give you the comprehensive help you need to ensure your life is less taxing. Attached is a video introduction to Neil. If you’re concerned about clicking on the link, you can call me to verify its legitimacy.
All communications will be coming from Neil’s office, Professional Tax Services. When you log into your Intuit Link account (your email address is your login name; your password is the one you set up in previous years), Intuit will tell you that you have two accounts: one with NumberCrunchers and one with Professional Tax Services.
Select the Professional Tax Services option. This is the fastest (and least expensive) way to get your tax returns completed.
And no, I’M NOT GOING ANYWHERE!! I’m not retiring—just giving you more for your money. I’m still here for you. Feel free to call or email me with your questions—or to just chat.
Thanks so much for your many years of trusting me with your taxes—and for hanging in there and allowing me—and Neil--to continue serving you.
Paula