No one wants to discuss, or even think about them until the deadline is right around the corner. And every year, without fail, we scramble at the last minute to find a CPA - or we decide to try our luck and do it ourselves. Amid a sea of papers and numbers, we close our eyes and hope for the best. It can't turn out as badly as last year, right? Trust me: It doesn't have to be so hard.
Tax preparation is all about planning, and being involved in the process every step of the way. We all have unique lives with equally unique tax situations. Accordingly, we all need personalized, thoughtful planning that takes the guesswork out of taxes. I provide methodical, expert tax preparation, optimizing each client's tax position to the highest benefit.
My goal is to understand my clients' tax challenges from the start, and work together to minimize any issues along the way. It is with true collaboration that we can plan and achieve your long-term financial goals. Visit our FAQ page to learn how to get started.
Tax preparation is all about planning, and being involved in the process every step of the way. We all have unique lives with equally unique tax situations. Accordingly, we all need personalized, thoughtful planning that takes the guesswork out of taxes. I provide methodical, expert tax preparation, optimizing each client's tax position to the highest benefit.
My goal is to understand my clients' tax challenges from the start, and work together to minimize any issues along the way. It is with true collaboration that we can plan and achieve your long-term financial goals. Visit our FAQ page to learn how to get started.
Services
I became a CPA so I could help others navigate the confusing and often frustrating task of tax preparation.
My goal is to reduce my clients' stress during the process and provide complete satisfaction with the results.
My first position upon earning my CPA license was with a media conglomerate.
I found the work unfulfilling, and realized that it was because I was not investing my time and energy into giving back.
Something needed to change.
Feeling the urge to put my skillset to better use, I began assisting members of my family and close friends with their taxes.
My goal is to reduce my clients' stress during the process and provide complete satisfaction with the results.
My first position upon earning my CPA license was with a media conglomerate.
I found the work unfulfilling, and realized that it was because I was not investing my time and energy into giving back.
Something needed to change.
Feeling the urge to put my skillset to better use, I began assisting members of my family and close friends with their taxes.
We help you create a financial plan focused on long term planning-to minimize your current and future tax liability.
To do this, we take into account your current tax situation and expected future earnings, and setup investment and planning strategies to optimize your future tax savings.
We provide our clients with a short, user friendly electronic questionnaire* to capture the relevant information for the tax year in question.
After the questionnaire is filled out by the taxpayer, we review the facts and circumstances to prepare your federal and state tax returns.
To do this, we take into account your current tax situation and expected future earnings, and setup investment and planning strategies to optimize your future tax savings.
We provide our clients with a short, user friendly electronic questionnaire* to capture the relevant information for the tax year in question.
After the questionnaire is filled out by the taxpayer, we review the facts and circumstances to prepare your federal and state tax returns.
Please return the completed Individual Taxpayer Organizer along with copies of your 2020 tax documents e.g.
Forms W-2, 1099, etc.
Please do not send receipts, bank statements, invoices, or other pieces of documentation unless requested.
After your documents are received, your return will be prepared.
If there are any outstanding issues or questions they will usually be addressed by email.
Once the return is complete, you will receive an email with the subject: "Tax Return - Ready".
Fee payment: An electronic invoice will be emailed so you can securely pay the tax preparation fee.
Forms W-2, 1099, etc.
Please do not send receipts, bank statements, invoices, or other pieces of documentation unless requested.
After your documents are received, your return will be prepared.
If there are any outstanding issues or questions they will usually be addressed by email.
Once the return is complete, you will receive an email with the subject: "Tax Return - Ready".
Fee payment: An electronic invoice will be emailed so you can securely pay the tax preparation fee.
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