This website is updated only once a year or so. Information about rates/fees, the tax preparation process, etc. is kept relatively current, and can be found here. Other information may be outdated. Apologies for the clunky navigation…

January 2022: Though I am not actively seeking new work, there is always some level of turnover with each tax season, and I generally accept 20-25 new clients each year. Most of the work that I take on involves relatively straightforward projects, perhaps with a twist or two, including:

  • tax returns with one or two (not more) sources of rental and/or self-employment income
  • basic home-ownership-related tax issues
  • stock-based compensation
  • income from another state
  • amended tax returns
  • un-filed prior year tax returns
  • and so on.

I don’t take on any new tax returns involving Airbnb income, foreign earned income, married-filing-separate tax status, or divorce. Nor am I currently taking on partnership, corporation, or S-corporation returns.

If you’re interested in becoming a client, please email me using the contact info here. The best time to contact me for the next/upcoming tax season is usually December or January, when I’m feeling less burned out and I have a better sense of how large a workload I’ll be able to manage.

I apologize that I am unable to respond to all inquiries. If you send an email and don’t hear back, you should interpret that as “I’m sorry, I’ve got too much on my plate at the moment.” Or maybe just “I need a break.” There’s no harm in contacting me a second time, later in the year, if you didn’t hear anything back from me the first time. (I’m not as diligent with setting up auto-responders as I ought to be…)

I’m unable to provide recommendations or referrals to other tax preparers.