Some taxes situations should be handled by a professional—I’m here to help!

From A to Z, I’ll walk you through how to gather the information you need for your taxes to be completed. Tax preparation services can be done entirely remotely. Here’s how it all works:

First, sign up for an initial meeting on the Schedule an Appointment page under Let Me Do Your Taxes.

After scheduling an appointment, I will follow up with an email containing a taxpayer intake form to gather some general information to help better understand your situation better, as well as an engagement letter that details our responsibilities. Based on the information from your intake form, I’ll let you know what information I need from you in order to complete your return, as well as how to find that information, and how you can securely provide me with the needed documentation. Once the return is finished, we’ll meet (virtually) one final time to go over your return step-by-step and answer any final questions you may have. We then sign the return and any outstanding amounts will be due. After that, you’re all set—I’ll send you a final email to let you know when your return has been accepted by the IRS.

Tax preparation starts at $250, and is variable based on complexity. A fee schedule is available upon request.

Thank you for your interest in our tax services - at this time, we are not accepting new tax clients.