After several years working at local accounting firms, I opened my own CPA practice in 2013 with a focus on providing thoughtful, personalized tax services. I enjoy working directly with individuals and small business owners, getting to know their individual circumstances and helping them understand their taxes, plan ahead, and navigate issues as they arise. My practice is intentionally small, allowing me to provide the personal attention and continuity that I value in a professional relationship.
Services:
Tax preparation and planning for individuals and small businesses, with particular experience in restaurants, rental real estate, and investment-related tax matters.
Philosophy:
Taxes can be complicated, but understanding them shouldn’t have to be. My goal is to apply the tax law to your individual circumstances, explain it in plain language, and help you make informed decisions.
Note:
I am currently not accepting new tax preparation clients. I am available for consultations on specific tax questions and planning matters.
Fees:
Consulting services are billed at $250 per hour. Tax preparation and planning services are generally billed at a fixed fee, based on the complexity of the return and services required. I will provide a fee range after our initial meeting. Audit assistance is billed separately at my hourly rate.
Tax Humor:
A tax preparer is someone who solves problems you didn’t know you had in a way you don’t understand.