Introduction: PLEASE READ THIS FIRST!
I am proud to provide top quality tax services to US residents and resident aliens from all 50 states. Please note that I do not handle 1040NR returns.
I will be preparing returns for the 2023 tax filing season via in-person or remote. In person returns still require an appointment and they are limited. Schedule early to avoid disappointment!
For a remote return, you can utilize my secure portal. To use the portal, simply send me a good email address to receive your portal link. Once you receive it, set it up on your side and upload your docs to me. Please label your files appropriately to avoid confusion. The portal homepage has a list of forms I'll need, but you can always call me for additional information.
When I come to you, if you are fully vaccinated, a mask is not necessary. If not, we will both need to follow all CDC guidelines, including wearing a mask and social distancing. Note that if you are unvaccinated, I require you to wear a mask as well.
After I prepare your returns remotely, I will send you a results email...if you have questions, we can set up a call (at an additional fee) to go over it and after settling up, I send you a copy of it and file your returns.
In short, I will prepare your tax returns, explain all the numbers and where they came from, file them electronically and charge less than half of what the "big boys" charge. Why go to "them", when I can come to you for a fraction of the price!
My in-person and remote rate schedules remain unchanged for the 2023 tax season. Note that my rates are time-based with one hour minimums. Please give me a call if you need more information about my new rates and how they will affect you. My rates are, as always, very competitive and are well below what the big names charge!
I love repeat customers, reconnecting with them and seeing their children (and pets!) grow year after year! I enjoy getting to know my clients, developing a relationship with them and helping them as they progress through the various stages in life, providing sage financial counsel no matter what situation my clients find themselves in.