You’ll usually hear back within 24 hours — often much sooner! I do my best to respond promptly, even during tax season.
You’ll upload your documents securely using the Client Portal . Just log in with your email or phone number, and follow the prompts.
Yes! You can book an Intro Meeting here to chat about your needs, ask questions, or go over options before we begin.
Everything is handled remotely and securely — from uploads to meetings to payments. You can work with me from anywhere, on your schedule.
I offer tax prep, bookkeeping, business consulting, payroll help, IRS notices, cleanup projects, and more. Whether you’re an individual, side hustler, or small business, I can help.
Don't panic! Send me a copy of the notice through the client portal or email, and I’ll walk you through the next steps.
Yes — clients can choose to pay in full (with a 10% discount), split payments (5% discount), or pay upon completion (no discount). We’ll discuss all of this during your Intro Meeting.
Absolutely! I work with clients in multiple states — everything is remote, secure, and convenient no matter where you live.
I use a secure client portal and follow IRS data security guidelines to protect your information. Your privacy is a top priority.
I’m a licensed CPA offering custom, one-on-one service. You won’t be passed off to someone else or rushed through a system. I care about your success — not just during tax time, but all year long.