Office Operations -Filing Season 2025 and Beyond

I am currently semi-retired.
I am accepting a limited number of new clients by referral only. At this time, base price for a Form 1040 is $500 which includes the first state return.
I am not accepting clients who have filed an extension.
I am not accepting new business clients for individuals who file Schedule C for their small business or Schedule E for rental properties. I no longer do entity returns (1120-C, 1120-S, 1065).
I do not prepare returns for individuals with foreign-source income unless that income pertains to investments in a U.S. brokerage account.
Please review the FAQ page and the “vibe check” on the About page before completing the contact form to ensure that my practice can meet your needs and that I am what you are looking for in a tax professional.
To inquire about how to get started please book a Discovery Call (you must provide the name of the client who referred you).

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.