Welcome Future Client

A bit of information about Michelle the tax preparer. 

I started this tax preparation business in 2002 and grew the company slowly from 5 clients to over 500 clients. I have been CTEC certified from the beginning while continuing my education to diversify MRA Tax Prep services. As the company grew, I enlisted Loretta to oversee customer service, and the operation of MRA Tax Prep. We operate out of our home in South Los Angeles, which keeps our overhead low. 

 I enjoy meeting new clients face to face to get a sense of your needs, and you get to know me and ask questions. Although we are in the post-COVID-19 era, we continue to provide phone or ZOOM (upon request) appointments if you prefer. For your initial appointment, we need the following: all W2s, 1099s, 1095 (health insurance), Driver’s License or State Identification, any other tax docs, and a completed and signed Information Sheet.   

 If you choose a phone or ZOOM appointment, we would appreciate you sharing your documents via Dropbox (upon request we can email you a ‘request to share’) or email us your docs as attachments.  Once we have your documents, we can arrange an appointment to review them.  

 I have a full-time job, so I do taxes during weekday evenings (7 -9pm, except Wednesdays) and weekends (mornings, afternoons & evenings).  After I have  prepared your returns, you will receive a call from one of us to give you the results.  We will not e-file your taxes without your verbal/text/email permission.   After your taxes have been e-filed and approved you will receive complete copies of your tax returns by email (what was submitted - e-filed). 

 At any time if you have questions please ask.  Either Loretta  or I will address your questions as soon as we can.  To proceed, please text Loretta for an appointment at (310)849-2624. In the text, please provide your full name and the day(s) and time(s) you are available.  

 We look forward to working with you today and for years to come. 

Thank you, 

Michelle 

 

 

 

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