How much do your services cost?

Everyone’s tax circumstance and business needs are unique. Unlike most tax firms, I do not charge by the hour. Instead, I evaluate each client’s situation and offer multiple pricing tiers so the client can decide what is reasonable for them. No surprises, you will know what your fee will be before you sign an engagement letter.

What meeting options do you offer?

I believe that financial clarity should be accessible, efficient, and stress-free. Offering solely virtual meetings eliminates the hassle of commuting, scheduling conflicts, and paperwork-heavy processes. Google Meet is my preferred video conferencing platform, but we can also speak on the phone if you prefer. It’s worth mentioning that for identity verification reasons, we will need to meet at least once via video conference.

How will we send documents to each other?

Upon becoming a client of the firm you will be invited to my secure client portal. I use Intuit Link. If you’ve ever used Intuit products such as Credit Karma in the past, you can use your existing login to connect.

Are there any returns you do not offer?

I specialize in business (1065, 1120-S, 1120, SMLLC) and individual returns. While I am happy to consult on estate and trust matters, I believe other firms will be better able to serve clients in preparing these returns.