Expert Tax Solutions. Tailored to You.
Expert tax preparation with a personal touch, from a tax professional with 14 years' experience.
- 14 YearsPreparing Taxes
- MBAMaster of Business Administration
- IRS AFSPRecord of Completion
- NATPMember
How I can help
Clear, careful work on the returns that matter most to you.
Individual Returns
Personal federal and state returns, including self-employment, rental, and investment income, plus FBAR and other foreign reporting.
Trusts & Estates
Fiduciary income tax returns for trusts and estates.
Gift Tax
Gift tax returns, filed accurately and on time.
Tax Planning
Plan ahead for life changes such as marriage, new home, new income or retirement.
How it works
Simple steps, with no surprises.
Share your documents
Upload to your own secure Dropbox folder, or meet with me.
I prepare your return
If I need anything else, I'll send you a short list.
Review & sign
You review a copy, then sign Form 8879 so I can e-file.
File, then invoice
You're invoiced only after the IRS accepts your return.
Let's talk about your taxes
Your first consultation is free. Email is the best way to reach me.