Do you work virtually?

I meet via Zoom and exchange documents through a secure portal, so I can serve clients anywhere.

What documents should I provide for tax preparation?

I provide an organizer that lists the necessary income statements, expense records, and prior-year returns so I can prepare your taxes accurately.

How do you bill for services?

I offer flat-fee tiers or monthly subscription pricing, quoted after a complimentary 30-minute consultation.

How can I schedule an appointment or consultation?

Contact me through the website, phone, or email to schedule a consultation.