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Tax Preparation

I’m here to help with all types of tax returns, from complex individual tax situations to various small-business entities and nonprofits. Need to do an estate or trust return? I can do that too. I am an authorized e-file provider, and can file your return quickly and securely. Plus, I can use as little or as much paper as you like - with a secure, encrypted online portal for transferring electronic documents, and a mobile workstation that allows me to scan and encrypt your documents during an in-person meeting, I can process your tax return without providing any additional paper clutter to deal with.

Tax Planning

Need some advice on the tax consequences of investing or business decisions? I’ve got you covered. As a tax professional, I’m constantly studying new tax issues as they come up, and keeping up to date on the latest developments. With the new Tax Cuts and Jobs Act set to radically change many areas of taxation in the coming year, especially in the realm of small businesses and pass-through entities like LLCs and S-Corps, I’m here with the professional advice you need to confidently move your business forward.

Taxpayer Representation

Got a letter from the IRS and don’t know what to do, or are facing a big tax bill and worried about how to pay it or the consequences you might face? Don’t panic - while the IRS does have powerful enforcement tools at its disposal to collect the money it’s owed, it also has many processes and procedures to ensure that the rights of taxpayers are upheld, allowing them to appeal IRS decisions and work with the IRS to find ways to pay what is due and get current in ways that the taxpayer can afford. As a tax professional, I can walk you through this process and make sure that you are able to do everything within your rights to resolve your case - or, as an Enrolled Agent, I can act on your behalf in all correspondence with the IRS so that you don’t have to worry about it.


As a Quickbooks Certified Advanced Online ProAdvisor, I can help get your business quickly up and running with one of the most popular small business accounting packages, or work with you to maintain and troubleshoot your existing accounts, along with general accounting and bookkeeping. With an AS degree in general accounting, I can also recommend a variety of other accounting products, services and workflows to suit your specific needs.

Business to Business / EA Support

I provide contracting services to other local EAs and financial professionals, including remote tax preparation and accounting, site technical security plans (including security and privacy plans now required for EAs), and other business services.

Website Implementation and Other Technical Services

Many people who are starting a business do so locally, relying mainly on work of mouth to expand, but in today’s modern society, having a web presence is also an important component of selling your business. I can help you get a solid, informative business site up and running, and work with you to find and register a good domain name representative of your business. I also can host your simple business/professional webpage, with SSL encryption support and domain-based email. In addition, as a former technical professional myself, I can help you with technology, security, and online service recommendations and setup for your business.