Taxes can be overwhelming!

Personal Federal, State & Local Tax Returns
Small business returns
Financial Coaching and future planning
Year-round service
Small business support
Tax planning and tax notice services
Audit assistance & representation
Secure client portal allowing for fully remote tax preparation
Home visits if needed
Flexible scheduling
Video calls
Personalized, supportive, respectful, professional service always striving for excellence in all facets of tax preparation
Audit defense and ID theft resolution on every return. Your return is fully supported by Protection Plus, the industry's leading tax audit defense company

30+ years experience in the tax preparation industry
I am an Enrolled Agent, I have the credentials
Enrolled agent status is the highest credential the IRS awards. Having this designation since 2014 I have had the privilege of representing my clients in various aspects of tax audits.
I remain current in tax law changes as well as collaborate with my colleagues so that I can provide the best tax outcome for my clients
I have the research experience & tools readily available to find the answers to the most “taxing” questions

I live intentionally. Intentional living promotes a lifestyle that encourages me to define my priorities and goals and stay clear on what I want from life. I live each day in alignment with my priorities.
Respect, commitment and integrity is what I bring to the table, I have a moral compass that governs how I walk in this world. I am committed to doing the right thing (even when no one is watching).
I love to learn. I have the heart of a teacher, and I love to share my knowledge. Throughout my career I have taught classes related to tax theory and personal finance. I enjoy educating others on how personal finance and taxation work together. I care about my community and always do what I can to support.
For me, living with intention supports excellence in every facet of my tax preparation and personal financial coaching business. This translates to providing an exemplary customer experience that is based on combining my thirty years of tax knowledge and experience with considerate, thoughtful, respectful client communication.