Welcome

2025 Tax Season Office Hours
  • Monday and Tuesday:
    • Tax appointments:
    • 10am to 6p
  • Wednesday and 1/2 Thursday morning:
    • Work day, no appointments
  • Thursday:
    • 1pm to 6pm
  • Friday:
    • 10a to 5p
  • Saturday:
    • 10a to 3p
2024 YEAR-END TAX PLANNING
Appointments for December 4th and 5th, 2024.

2023 TAX RETURN COPIES: To access your copies, click on CLIENT PORTAL and enter your login credentials. You can reset your password if need be.  We can provide copies of prior year tax returns, for $18 per year.

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.

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.

 

Pre-scheduled tax appointments for 2025 will be mailed to you beginning January 2025.
 
A copy of your tax organizer will be uploaded to the portal, unless you ask for a mailed copy.
 
We are continuing with a $25 coupon for completely filling out your tax organizer and bringing it to your appointment.

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Direction

I am no stranger to these waters. Allow me to help you navigate complex issues without worry.

Stability

I am here when you need me most. I am your trusted partner.

Results

I am results-driven and work hard every day to save my clients time and money.

Ease your mind. Get in touch today.

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