About Us:
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Together, Lori Bouchard and Jackie Ziegler have over 25 years of experience providing professional tax and bookkeeping services. We understand the intricacies of being a working parent and a business owner. Our goal is to make your life easier and to get you through the tax season as smoothly and easily as possible. Our tax expertise adds value to our bookkeeping services as we are in tune with the needs of the owner of small to medium sized businesses.
Credentials:
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Jacqueline Ziegler holds a B.S. Accounting Cum Laude and is currently working towards earning a Master's Degree in Taxation. She has over 15 years experience in bookkeeping and more than 7 years experience in tax preparation. She spent 5 years working under a CPA providing both tax and bookkeeping services to clients throughout Connecticut. Jacqueline is an NNA certified and background checked Notary Signing Agent.
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Lori Bouchard, EA holds a B.S. Accounting Summa Cum Laude. She has over 10 years experience providing full bookkeeping and tax services to small businesses, including payroll and state sales taxes. She is a Certified Quick Books ProAdvisor as well as many years exeperience working with Peachtree Accounting Software. She also has experience as a small business owner/artist with experience handling multi-state sales tax situations. Lori is an Enrolled Agent and as such can provide full service to tax customers.* Lori is an NNA certified and background checked Notary Signing Agent.
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Both partners have experience with tax procedures and filing for both individuals and businesses, including federal, state, employment, and sales and use taxes, as well as experience and knowledge of both QuickBooks and Peachtree accounting software. We both hold CT Notary Public appointments and have experience as Notary Signing Agents working with law firms, title companies, as well as independent signing services.
We are official e-file providers and as such have passed an FBI background check and gained approval through the IRS to provide this service to our clients. We have the greatest respect for all of our clients and treat your privacy with the greatest care.
