March 2015: I’m still up to my ears in work, and am unavailable to take on any new clients for the time being. (To clients I’ve worked with in past years, this does not apply to you!) I will update this page when the situation changes.

If you have a very simple tax situation, feel free to send an email, and I can add you to a waitlist; I may have time to fit you into my schedule soon. But please don’t be offended if I can’t find the time to respond!

If you have a more complicated tax situation, it’s very unlikely I’ll have the time to prepare your taxes before April 15. You can certainly file an extension (see here) and get in touch after tax season ends, though I can’t promise I’ll be taking on work at that point…

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I provide the following services:

Billing Rates

My basic billing rate is $80 per hour, which applies to tax preparation, consultations, etc. There are a few additional fees associated with tax preparation, to cover software fees and various bits of paperwork. 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 is just not worth it, once you take into consideration all the legal/accounting fees that you’ll rack up and the medical bills associated with the increased stress of not knowing what the heck is going on.

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