Jaime Finfrock of finfrocktax.com joined our discussion yesterday as mentioned with her excellent input.
Jaime is a former IRS auditor who was promoted to DCAA auditor and recently left her job at Blue Cross Tax department where she worked on my two least favorite areas of taxes and health insurance, she is total masochist. She now works full-time for her own business where she has done income tax returns for years, has GovCon consulting clients and teaches QB at her local college and still does tax consulting for BCBS.
Jaime is someone I met a few years ago and have worked very closely with as she does taxes for my S Corp and Personal and same for most of my clients and they all love her. I think her best quality, hard to choose, is her excellent skill at explaining things, in particular for me, are income tax things since I HATE tax work. Point being , she is smart, knows QB and Tax, and I highly recommend her to anyone and I do all the time.
She is also not here to steal QBT's clients, like all 3 of us, we like to help people and that is real goal here.
If that results in getting a new client, great, of course we all love that, but most important is the right match.
From this particular discussion, one of the two QB users contacted me directly via email and so discussion of his scenario has gone offline from here, and after we discussed a bit further, I have recommend since his greatest need is on the Tax side and QB is second, I suggested that he should work with Jaime, not me and that is moving forward outside of this discussion since the scenario differs from the other one posted here.
