Personal Tax Preparation
Now Accepting New Virtual Tax Clients
At this time, I am not accepting new clients for in-person tax appointments. However, I am happy to welcome new clients who are comfortable completing the tax preparation process virtually.
Through my secure online client portal, you can safely upload your tax documents and provide the information I need to prepare your return. I will review everything with you, answer your questions, and make sure you understand your return before it is filed—all without requiring an in-person office visit.
Existing clients may continue to choose between in-person and virtual tax preparation.
In 2025, over 165,800,000 annual tax returns were filed *.
Tax Preparation With a Personal Touch
Taxes can be complicated, but working with your tax preparer shouldn't be. My goal is to make the process as simple and stress-free as possible while making sure you understand your return—not just sign it.
When you come to me, I don't simply prepare your taxes, hand you a return, and send you out the door. I take the time to explain what I'm doing, where the numbers came from, and how your current tax situation compares with previous years. Just as importantly, we'll talk about what you can do throughout the coming year to be better prepared for the next tax season.
More Than Just Tax Preparation
Tax planning doesn't begin and end with filing a return. I'm available throughout the year to help my clients with questions and situations that may affect their taxes.
Whether you need help completing a W-4, understanding estimated tax payments, working through tax information needed for FAFSA, or simply figuring out why this year's return looks different from last year's, I'm here to help.
I prepare a wide variety of individual tax forms and schedules, including returns involving self-employment/Schedule C income.
Tax Preparation That Works Around Your Life
I understand that life doesn't always fit neatly into traditional office hours. Because I work from my home office, I'm able to offer flexible scheduling as well as different options for getting your tax return completed.
Can't make it in for an appointment? No problem. I offer a secure online document portal where clients can safely upload their tax documents, along with convenient online invoicing and payment options.
Yes, You Can Bring the Kids!
My office is located in my home, and I want my clients to feel comfortable when they're here. Children are always welcome. I have two kids of my own, so I understand that finding childcare just to get your taxes done isn't always practical.
And one more thing you should know before you arrive—we have a dog! He'll probably bark to announce your arrival and insist on saying hello. Don't worry; his bark is much worse than his bite.
My goal is for you to leave your appointment not only with your taxes completed, but with a better understanding of your finances, a plan for the year ahead, and hopefully a little less stressed than when you walked through the door.
* https://www.irs.gov/statistics/filing-season-statistics