Welcome
With over 30 years experience as a tax preparer, I offer tax preparation services for individuals. Whether you are based locally or in another state, I can meet your filing needs. From the simplest 1040EZ to more complex returns, I am committed to accuracy, efficiency and obtaining your lowest legal tax liability.
This website brings tax services directly into your home or business enabling you to more actively participate in your tax and financial management. You can:
Send and Receive Documents securely, please contact me by phone or email to request login info. Once your account is confirmed, you're ready to exchange documents by clicking here:
Download the Tax Organizer and other client forms: Tax Organizer Agreement Letter Privacy Policy Quick Checklist
Office Procedures click for information on the tax preparation process
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
Stay Alert to tax and accounting news by reviewing the client newsletter.
Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your tax and financial situation will be outlined in the newsletters.