We welcome new clients to prepare for 2022 taxes or work on other tax issues.
Currently, we are only taking individual clients with Form 1040 or 1041 tax returns. We are not accepting new clients requiring partnership, S-Corporation, or C-Corporation tax returns.
The best way to contact me is to fill out my Request for Information form. As an Enrolled Agent licensed by the IRS, I follow the government’s identity verification and diligence requirements. This form collects the information needed to verify your identity:
You will need to provide your contact information—Email address, name, address, and phone number. Other questions will help me prepare for our telephone call that will be scheduled at your convenience after receiving your completed form.
You can also set up a Zoom call to discuss your requirements. Click this link: Set up a Zoom Meeting