Welcome to my website!
This website exists to provide clients and potential clients with information concerning my firm and my unique, low-pressure approach to personal and professional services. I have an excellent client-retention rate, and I am extremely proud of the high-quality services that my firm provides.
Please, feel free to browse my website to see the services I offer as well as the many helpful resources I provide. When you are ready to learn more about what I can do for you, I encourage you to contact me.
I work to improve the lives of not only my clients, their families too.
When I complete the and file parents Form 1040, 1040 SR, I will provide the filing of any their (dependent) young adults under Age 24 and attending any college or university at no charge for processing , electronic filing, their individual filing single income tax returns. The Engagement for Services Letter, along with the IRS Form 8879, and Bank Transaction Summary will also require signing.
The Engagement Letter for Processing Form 1040 or 1040SR is available on the Resources Tab at the top of the page.
Engagement Letters for Services are also available for Businesses, Estates, along with other entities upon request.
My website contains valuable newsletters from the TaxBook.com library.
These newsletters contain solutions to your tax questions covering every topic from COVID-19 legislation to retirement distributions.
The Resources Menu has Tax Topics to open and view the latest tax updates.
In the event you cannot locate the topic you are interested in, email me and I will follow through on your information request.