How it Works

A straightforward process, from our first conversation through completion of your return.

I want the process of working with me to be straightforward. Most of our communication will take place through virtual meetings and secure electronic document exchange, so you don't need to make repeated trips to an office.

1. Start With a Conversation

Our first step is a conversation about your tax situation and what you are looking for.

You can schedule a consultation, or if you'd prefer, send me an introductory email. A short email is a good way to tell me a little about yourself, what you're looking for, or simply ask a question before deciding whether to schedule a consultation.

We'll discuss your circumstances, the tax services you need, and whether my practice is a good fit for you.

There is no obligation to become a client.

Schedule a Consultation

2. Gather Your Information

If you decide to work with me, I'll explain what information and documents I need to prepare your return.

You'll provide your tax documents through secure electronic document exchange. We'll use virtual meetings when a conversation is helpful.

The goal is to make the process organized without making it complicated.

3. I Prepare Your Tax Return

I'll prepare your federal and state individual income tax returns based on the information you provide.

I'll review the return for accuracy and pay particular attention to the tax issues that are relevant to your situation.

If I have questions, we'll discuss them rather than simply making assumptions.

4. We Review the Return Together

Before your return is finalized, we'll have an opportunity to discuss the results and any questions you have.

I'll explain anything that deserves attention and make sure you understand the return before it is filed.

5. Tax Planning Is Available Separately

Tax preparation looks at what happened. Tax planning looks ahead.

If your situation suggests that tax planning could be useful, we can discuss a separate tax-planning engagement.

That might involve looking at future retirement distributions, RMDs, Roth conversions, capital gains, Social Security, charitable giving, or other decisions from a tax perspective.

Tax planning is optional and is not automatically part of tax preparation.

A Few Things to Keep in Mind

Most meetings are virtual.
Documents are exchanged securely online.
I work directly with my clients.
I intentionally keep the practice small.
Tax planning is separate from tax preparation.
I do not provide investment management or financial planning services.

Questions?

If you're considering having me prepare your taxes, the easiest place to start is a conversation.