Filing season
Your return is prepared and filed.
Filing on time, no surprises.
Schedule a conversationA tax year without surprises.
What am I going to owe, and when?
Filing season
Your return is prepared and filed.
Quarterly check-ins
We look at where you stand.
Mid-year look
A short check on how the year is going.
Planning session
A longer sit-down before the year closes.
Year-end
The year closes and records are gathered.
Which describes you?
Your practice's numbers and your own return, looked at together.
- Your practice's books and your return start from the same clean numbers.
- A planning session before the year closes.
What I do
Planning
A sit-down before the year closes, while there is still time to act, and a look at what you'll owe along the way.
Preparation
I prepare your return. If something falls outside what I do, I'll say so and coordinate with a specialist.
Clean books
When I also keep your books, the return starts from numbers that are already right.
If you want the books handled too, see direct pay or insurance billing.
- Last year's return.
- Your income documents, such as W-2s and 1099s.
- Your books or bank statements.
- Business details, if you have a business.
I'll send the exact list when we start.
How we start.
A conversation
Thirty minutes about your business. No cost, no pitch.
A written scope
What's included and what it costs, agreed before any work begins.
We get going
I set up access and we do a first review together.
Tax is billed separately from other services, and the fee is agreed before any work begins.
Questions people ask.
Yes. Business and personal returns, planned together. If something falls outside what I do, I'll say so and coordinate with a specialist.
Sooner is easier. Planning works best before the year ends, but I'm glad to start wherever you are.
A short list: last year's return, your income documents, and your books or bank statements. I'll send the exact list when we start.
No. Tax is billed separately, and the fee is agreed before any work begins.
I take on a small number of clients.
If you're building something, running something, or thinking about it, that's the conversation I'd like to have. No cost, no pitch, and I'll tell you honestly if I'm not the right fit.