Office Operations – Effective April 15, 2022

  • At this time client appointments are limited to tax return review and signature appointments.
  • I am not accepting new clients for the 2022 extension season or 2023 filing season at this time. If you would like to be put on the waiting list for new client discovery should space become available please use the contact form.
  • I will not be available for any client appointments from April 27th through June 5th. I will re-open the booking calendar after Memorial Day for summer appointments for existing client consults only. If I decide that I can accommodate additional client volume I will contact those on the waiting list this summer about scheduling a new client discovery call in the fall.

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Relationships, Relief, Results

“A good tax professional does more than put numbers in boxes and file forms. A good tax professional provides peace of mind!”

Relationships

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.

Relief

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.

Results

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.