Practice Area
Tax Preparation
Existing clients only. Individual returns.
Not accepting new tax preparation or review clients at this time. The practice prepares individual returns only, including sole proprietors, rental owners, and K-1 recipients, for existing client relationships. I do not prepare partnership or corporate returns (Forms 1065 or 1120).
For existing clients
If you are already a client, you can expect the same calm, accurate, on-time approach that applies to the rest of the practice. I will ask for the documents I need, handle the details, and file when the return is right, not when the calendar is convenient.
Have a question, or ready to start?
One short conversation, no pressure.
Start the conversation