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SO, WHO AM I?

Welcome to Tax Pal! My name is Jamie, and I’m a proud family woman, blessed with a wonderful husband and kids who inspire me every day. As a dedicated tax professional and notary public, I understand that both taxes and important documents are not just about numbers and signatures—they’re about securing the future for our families.

The journey to starting this business came from my own experiences as a mother. I’ve seen the stress my family faced during tax season, and I realized how crucial it is to have someone you can trust to guide you through these processes. I wanted to create a warm and welcoming environment where families like mine could feel understood and supported, just as I do with my own loved ones.

Professional Background

I've dedicated the past four years to providing comprehensive tax preparation and consulting services. Throughout this time, I have developed a strong foundation in tax regulations and practices, continually enhancing my expertise by completing yearly IRS-approved courses to stay updated with the latest tax information and changes in legislation.

I have been a notary for four years, providing reliable and professional notarization services across various needs. In addition to my notary work, I am a certified loan signing agent, specializing in facilitating real estate transactions and ensuring the accurate execution of loan documents. My experience in both areas has equipped me with a keen understanding of the legal requirements involved in notarization and the intricacies of the loan signing process. I am committed to delivering exceptional service and maintaining the highest standards of integrity and confidentiality in all my interactions.

Experience

Currently, I am gaining additional and valuable experience working for a reputable tax agency, where I am further enhancing my skills and knowledge in tax preparation and planning. This allows me to deepen my understanding of the tax landscape and refine my ability to assist clients effectively. My commitment to continuous learning and professional development ensures that I stay current with industry practices and regulations, ultimately providing the best possible service to my clients.

Educational Background

I earned a degree in Psychology and Health Care Management.

Let's Connect!

With a better understanding of my background and passion for helping others navigate the complexities of the tax system and notary services, I invite you to take the next step toward achieving your financial goals! Whether you're seeking personalized tax preparation, expert advice or simply want to stay updated on the latest tax news, I'm here to assist you. Book a consultation today to discuss your unique needs and explore how I can help. Additionally, consider signing up for my newsletter for valuable tips and insights delivered directly to your inbox. Don't forget to follow me on social media to stay connected and receive regular updates. Let's work together to maximize your tax potential.