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Charles Village
Bellamy Tax Services provides clients with the specialized Tax Preparation services they need. I have been in the industry over 15 years, and work diligently, in accordance with the highest professional standards. We are a full year service and operate by appointment, we respect your time. What makes the BTS service different is our commitment to you our clients- your financial wellness is as important to us as it is to you.
I can promptly and accurately prepare your tax return, be it for personal or business, and will be responsive to your questions. I'll ensure that you don't have to pay any more taxes than legally required, and will do so with the utmost integrity.
I love taking all of a client's data and entering it, either into a tax return or into an accounting program, and then making sense of it for my clients. It can be explaining why there were major changes between years on their tax returns, or why their income statements show a loss instead of a profit.
I worked for a sole practitioner CPA who was a great mentor to me. He retired at the end of 2018, and he thought so highly of me as an associate that we even discussed him selling his practice to me. Ultimately, several of his longtime clients chose to go with me as I started my own practice because they knew about my high quality of work from when I worked on their tax returns.
I have several years of experience preparing tax returns, along with compiling financial statements for small businesses. I will work with clients to accurately prepare everything from tax returns to financial statements, and will accurately advise clients and the documents needed to prepare tax returns and financial statements. These records will be prepared accurately and in a timely manner to meet clients' needs.
I can provide my services online and remotely. I have a secure portal for clients that's connected to my website, so clients can upload their tax documents and other relevant information into their client portals. Payment of my invoices can also be done electronically. I accept payments by credit/debit card, as well as bank transfers.
I'm encouraging clients to upload their documents to me through their client portals, and I offer electronic, contact-free payment options. For my clients that don't have portals through my website, I will be requesting that they make copies of their documents for me to pick up and spend only a few minutes going over them before I leave. I will be wearing a mask and maintaining a safe social distance if I do have to go into their homes.
