Click on the button below to provide your contact information and answer some brief questions about your income and household so I can get an idea of your tax situation.

Once I receive your intake form, I’ll send you a quote for the preparation service & a list of documents/tax forms I need to get started on your return. Rest assured; any documents you submit will be through my ultra-secure client portal.

Once I receive the documents, I’ll get to work on your taxes. I’ll reach out to set up a short 30 minute* meeting to answer any questions, get any remaining documents, and review and finalize your return.