I am not accepting new clients for the 2023 extension season.
I will be accepting a limited number of new clients for the 2024 filing season. If you would like to be put on the waiting list for new client discovery please use the button below to book a discovery call or use the contact form.
I will not be available for client-initiated appointments from May 1st through July 5th.
Work on returns on extension, tax planning consults, and mid-year withholding checks will begin on July 6th.
“A good tax professional does more than put numbers in boxes and file forms. A good tax professional provides peace of mind!”
I want to be a trusted partner in your success. I offer a range of professional services but my practice remains small enough to give you the individual attention that you deserve. My prices are fair and the way I run the practice is low key. I take your business and mine seriously, but I don’t always take myself too seriously. I want you to feel confident in my abilities, not intimidated by my personality.
I am here to help. When you hire me to prepare your tax returns or to represent you before a taxing authority my goals are accuracy, integrity, and peace of mind. I do my best to get and keep all of my clients out of “tax trouble,” but rest assured that if or when a need arises, I am ready to handle your personal and business tax issues so you can focus on what matters most to you.
I work closely with you to determine the best solutions for your unique needs, then leverage my knowledge and skills to achieve the best possible results.