Returning Clients
Only
Not accepting
NEW Clients
at this time
Thank you
for considering us!
Sure you can buy TurboTax® yourself, but WHY?
What if you need help?
It’s true that not all programs are created equal.
Even if you are a DIY-er who uses a program like TurboTax® at tax time, you probably already know that even with a ‘simple’ program, choosing the right version with all of the capabilities you need is important.
What about when you need help? Would it surprise you to know that not all professional service providers are created equal either, with equal knowledge, capabilities, and areas of expertise?
Probably not!
​The unfortunate fact is that you might have already run into this (which is probably also why you thought about doing it yourself), and there is nothing wrong with that.
However: if the thought of learning the ever-changing tax rules and regulations and governance codes (which help you file properly and get every deduction you are allowed to take) makes your head hurt, you don't have to - that is exactly what I am here for!
Know Your Expert
Hopefully, it wouldn’t surprise you very much to know that I am more than qualified to work as a Live Expert but choose not to so that I can focus solely on MY ideal clients - individuals, sole proprietors, and nonprofits.
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To be completely honest, I don’t want to spend too much of my time learning all of the ever-changing tax laws for every industry type either, which is why I respectfully decline requests that are not in my area of expertise!
I prefer to stay focused and knowledgeable in tax rules for MY preferred clients, leaving the rest to other professionals.
If you DO have a more complicated tax situation than I can capably, efficiently handle, I will be the first to say so - and then get you to a more knowledgeable expert in my trusted network.
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I have been preparing individual returns since 2006 and have never lost a client, but I did stop accepting new ones in 2023.
Availability is limited, so submitting your info or scheduling an appointment early is recommended.
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