Everyone’s situation is a bit different. The best way to get started is to give me a call so we can see if my firm is the right fit for you.

In general, my firm is interested in working with people who are: seeking a long-term (hopefully lifelong) relationship with a professional who can handle any situation that arises.

Singular Project
  • Tax Preparation
  • Audit Defense
  • Tax Advice or Research Into the Tax Consequences of a Particular Transaction
  • Amended Tax Returns
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Flat-Fee Retainer (Business)
  • Flat-Fee Billing with Priority Attention For a Combination Of:
  • Tax Preparation
  • Tax Advising
  • Part-Time CFO
  • Bookkeeping
  • Payroll


Flat Fee Billing - Tax Services