Welcome

2021 Off Season Office Hours

  • Monday – Thursday, 10a to 8p
  • Friday, 10a to 5p
  • Saturday, 10a to 3p

2020 TAX RETURN COPIES: To access your copies, click on CLIENT PORTAL and enter your login credentials. You can reset your password if need be.

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.

 

January 29, 2021

Didn’t Receive Your Stimulus Checks?

The stimulus checks are an advance on the “Recovery Rebate Credit” figured on your 2020 tax return. This means that eligibility is based on your 2020 income amounts. The advance offsets the Recovery Rebate Credit figured on your 2020 tax return.

If you didn’t receive your full credit in advance that you are entitled to, you will receive the difference through the filing of your tax return. Good News!! If you received too much in advance you are not required to pay it back.

The credit includes both the first round and the second round of advances, and possibility the third if Congress passes it.

You will need to bring your notice of advance with you to your tax appointment—called Notice 1444; the letter you received showing how much your advance was. Or you can check your records to see the exact amount received.
 

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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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