FAQs

Do you work virtually?

  • Yes, I am available for Zoom calls and documents are exchanged via a secure portal.

What documents should I bring? 

  • For the preparation of the tax return, I will send you an organizer which will detail the documents I will need to complete your return.

How do you bill?

  • There are two different options for billing based on the work needed. I offer two tier options of a flat fee service or a monthly subscription. I quote per engagement after a free 30 minute consultation.

    • Flat Fee Option 1: Standard Return Tier

      • Federal Filing + One state

      • Best for W2 earners and retirees

    • Flat Fee Option 2: Return with Quarterly Tax Planning Tier

      • Federal Filing + One state, quarterly tax estimate planning plus annual check-in

      • Perfect for business owners, consultants, and investors

    • Monthly Subscriptions

      • Essentials

        • Business owners or RE investor operators (landlords) needing just year-end filing and basic support

      • Growth

        • Small Business owners, consultants, or investors needing proactive tax planning, quarterly estimates, and monthly/quarterly books review

      • Strategic

        • High-net-worth clients or multi-entity businesses needing CFO-style oversight, tax strategy, IRS correspondence, and tax compliance support.

How can I schedule an Appointment or consultation?

  • Contact me via the website, phone, or email