This website is surely in need of updating, but it hasn’t been a priority lately….

For the most part, I am not taking on any new clients, though there is always some degree of turnover with each tax season. I apologize that I am unable to respond to all inquiries. If you send me an email and don’t hear back, please don’t take it personally! It simply means “I’m sorry, I’ve got too much on my plate at the moment.”

Services

I provide the following services:

Billing Rates

My basic billing rate for consultations is $120 per hour. For tax preparation, it's a bit more complicated; please see the Rates page for more information.

In general, it's difficult to provide an estimate for the cost of preparing a tax return without knowing how complex your tax situation is. Send an email with some details, if you'd like a rough estimate.

My Approach

My approach to taxes, financial planning, accounting, bookkeeping, etc. can best be summarized as: Keep it simple. Complexity in your financial affairs isn't worth it, especially once you take into account the increased stress of not knowing what's going on.

Here are some general guidelines I try to follow, in the interest of keeping it simple. [...read more]