This website exists primarily as a resource for new/prospective clients. It isn’t updated regularly, though I do try to keep the information about rates for tax preparation services current.
January 2023: I do not expect to have capacity to take on any new clients for the upcoming tax season.
If you need assistance resolving a tax problem from a previous year, I’m often available to help with amending tax returns during the non-tax-season part of the year (May-Dec).
I do not provide financial planning, retirement planning, estate planning, or wealth management services.
If you’d like to get in touch, please email me using the contact info here. I apologize that I am unable to respond to all inquiries. If you send me a message and don’t hear back, you should interpret that as “I’m sorry, I’ve got too much on my plate at the moment.”
I’m unable to provide recommendations or referrals to other tax preparers.