Clear steps.
No surprises.
From the first appointment request through the preparation process, you'll know what to expect and how to reach me.
Request an appointment.
Use the short online form to share your name, phone number and a convenient time for me to call. The form is for scheduling, not for submitting financial information or tax documents.
I'll give you a call.
I'll call to learn about your filing needs, answer your initial questions and arrange an appointment. Your appointment is confirmed once we've agreed on a time.
We'll arrange a local handoff.
We'll arrange a local meeting and exchange physical documents. I'll let you know what to bring. Please don't send Social Security numbers, tax forms, or other sensitive documents through this website or ordinary email.
I'll prepare your return. We'll review it together.
Once we've agreed on the services and fee, I'll prepare your return and contact you if I need additional information. We'll review the completed return together, discuss your questions, and complete the required authorizations before I file it.
Your privacy is part of the process.
I collect only the contact and scheduling information needed to respond to your inquiry and arrange an appointment. We'll exchange sensitive tax documents separately, in person, rather than through this form or ordinary email.