Tax Services


FOR NEW TEMPORARY COVID DROP OFF POLICIES AND TAX SEASON OFFICE HOURS, PLEASE SEE MY 2020 TAX PLANNER ON THE TAX CENTER PAGE.   I also emailed the planner on January 11th so please check your email including your junk folders if I’ve emailed the planner to you in the past.

For the Client Portal, go to Resources and then Client Portal.  For new client portal access, you must Request access by clicking “Register Here”.  Once I accept your Request, you will have access and may begin uploading documents by going to the File Vault and clicking the Blue Upload icon. Thanks!

Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. I go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Tax Problems
I'm here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. I pride myself on being very efficient, affordable, and of course, extremely discreet.

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