Our Process

Personalized tax services tailored to your unique situation.

Initial Consultation

We start with a phone, video, or in-person meeting to understand your needs. After the meeting, an estimated fee quote will be provided that will be valid unless the services/scope that you need changes.

Tax Preparation

Send your documents to me by mail, email, secure portal, or in person—your choice. Final tax returns will generally be delivered via secure portal unless requested otherwise.

Continuous Support

You have the right to understand your taxes as much or as little as you prefer. Ongoing meetings and touchpoints occur at whatever frequency and at whatever depth you prefer throughout the process.