About
After 15 years of working for both large and small tax companies with less than flexible philosophies on how to work with clients, I knew with all the changes 2020 was going to bring taxpayers that I needed to open up a business where I could be flexible, attentive and serve clients how and when they want to be served. I specialize in individual tax returns with a focus on education credits, self employed schedules, retirement plans, rental property owners and stock sales and capital gains.
I enjoy a good crossword puzzle or escape room and find that Tax Preparation uses that same type of critical thinking and problem solving to get the absolute best result for my clients. I use all the tax laws and allowable credits and deductions available for every client.
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Frequently asked questions
What is your typical process for working with a new customer?
I will work with a new client either remotely or in person, whatever the taxpayer prefers.
What education and/or training do you have that relates to your work?
I have been a registered PTIN holder with the IRS and preparing tax returns for over 15 years. I am currently an AFSP registered preparer and a Certifying Acceptance Agent and ERO in good standing.
What types of customers have you worked with?
I specialize in individual taxpayers with wages, investments, rental properties, retirement income, children in daycare and/or college and those who are self employed. I also prepare returns for US citizens living abroad and US non citizens working and/or living in the US.