Update 4/18/2014: I’m taking a break for at least a few weeks, to rest and get caught up on all the non-tax work that I’ve ignored for the past several months. So… I really can’t take on any new clients at the moment. I’ll try to remember to update this status if/when that changes!

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Services

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. [...read more]