Regardless type of work you require, one common misconception is that NEITHER A BOOKKEEPER, ACCOUNTANT, OR CPA AN REPRESENT YOU BEFORE THE IRS IN TAX COURT OR OTHER LEGAL PROCEEDING. Only an attorney can represent you in these proceedings. An attorney DOES NOT necessary mean the same financial background or experience as a CPA. If you require an attorney before an IRS (or state) or other legal proceeding, make sure the attorney is ALSO qualified in the specific tax area -- payroll, deductions, etc...
Which type of financial professional is Jeff Bowman?
Jeff is an highly experienced bookkeeping professional who has completed basic and extended accounting courses, acquired a payroll processing certification, and has been using Quickbooks, Quicken, and TurboTax software programs for 25 years.
Because of Jeff's extensive "real-world experiences," he is often called to identify and correct setup, transactions, and procedures (sometimes which are established by "more experienced" professionals) in order to adhere to Generally Accepted Accounting Principals (GAAP), and within the parameters of QuickBooks and Quicken accounting software.
What rates does Jeff charge?
Jeff offers very competitive rates, especially when compared his level of experience and the service he provides, but the rates will vary based on the nature and extent of services you require and desire.
Jeff offers up to one hour free consultation to identify your specific issues, then provides you a written outline of the services and rates.
How does Jeff protect personal information?
Protection of your information is my primary concern. You retain the right to control the level of access to your personal information.
First, Jeff never EVER releases your personal information to any third party, except as contractually necessary to fulfill his obligations to you. In these specific circumstances, unless previously arranged, I contact you, explain the circumstance, and request for your specific permission.
Second, Jeff provides a Non-Disclosure Agreement (NDA) which outlines his specific duties and responsibilities in regards to your personal information.
Third, the only persons who have access to your personal information are JEFF and whomever YOU give provide password protected access.