Schedule a Consultation

Let's Talk About Your Tax Situation

If you're considering having me prepare your taxes, or you're interested in discussing tax planning, I'd be glad to talk with you.

The first step is simply a conversation. We'll discuss your situation, what you're looking for, and whether my practice is a good fit for you.

You can either schedule a consultation or send me an introductory email.

An initial consultation is an opportunity to:

There is no obligation to become a client.

Please do not send tax returns, Social Security numbers, account numbers, or other sensitive personal information by ordinary email.

If we decide to work together, I'll provide a secure way to exchange your tax documents and other confidential information.

Choose a time that's convenient for you.

Prefer to email first?