Licensed CPA • Digital & Secure • Local Roots • Advisory Focused

Personal relationships, clear explanations, and proactive tax planning—delivered through a secure, modern, and fully digital experience.

Welcome! From Your Virtual Neighborhood Tax Advisor

The Virtual Experience

Although my practice is virtual, the service is personal. You work one-on-one with me—not a rotating team—and you’ll always get clear explanations and prompt communication. It’s the same trusted feel of a local advisor, paired with a secure, modern digital workflow.

The entire process is simple and streamlined: upload documents, meet by phone or video, sign electronically. No extra trips, no hassle, and direct access when you need support.

You get the convenience of a fully digital tax experience with the attentive, plain-English guidance you’d expect from someone right down the street. I focus on responsiveness and proactive planning, helping you make confident, informed decisions year-round.

How it Works

1. Intro Call

We talk about your situation and goals to see if we’re a good fit. No pressure, no jargon.

2. Proposal & Onboarding

You’ll get a clear outline of services and fees. Once approved, you’ll receive access to the secure client portal.

3. Execution & Support

I prepare your work, and we review it together. Then, I stay available for questions and planning.

Pricing

• Ask me about pricing for your specific business and pass-through return needs as well as personal tax return needs.

• Pricing depends on complexity, additional forms, and advisory needs. I’ll provide a clear estimate before we begin.

• If you value proactive planning, clear communication, and responsive service, we’ll be a great fit!

Ready to Get Started?

If you’re looking for a trusted, responsive tax advisor who explains things clearly and makes the process easy, I’d love to help.