Welcome

Welcome to my website!

This website exists to provide clients and potential clients with information concerning my firm and my unique, low-pressure approach to personal and professional services. I have an excellent client-retention rate, and I am extremely proud of the high-quality services that I provide.

Let’s Get Started
To prepare your taxes I will need the following information:

  • W-2s, 1099, 1098 and other tax documents sent to you by employers, government agencies, financial institutions and child care providers
  • Copy of last years tax return (for new clients)
  • Completed Direct Deposit Form
  • Voided check from account ¬†for direct deposit (no deposit slips)
  • Completed Tax Worksheet
  • Completed Rental Income and Expenses Form (if applicable)
  • Completed Small Business Information Form (if applicable)
  • Totals for sales receipts (do not send actual receipts)

Please, feel free to browse my website to see the services I offer as well as the many helpful resources I provide. When you are ready to learn more about what I can do for you, I encourage you to contact me.

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