THOUGHTFUL TAX PREP AND E-FILING
For people on the go.
TAX FILING, EASY.
Federal and all 50 States tax prep and e-filing. Paper-free & competitive rates.
Fast and easy e-signing of agreements and uploading your tax documents with our secure tax software, Intuit Pro-Connect.
I am an IRS Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™. I am always thinking of the whole picture as we work together. I will strategize with you on issues like qualified retirement savings and self-employment income.
SERVICE TO YOU
My goal is to give you great service and make each step smooth for you.
Choose between virtual or in-person meetings. I will do what is best for you.
Learn more about you and provide a quote for tax prep and e-filing services.
VIRTUAL, DO ANYWHERE TAX SERVICE
Electronically send agreement, questionnaire and link to upload documents using a list so you don't miss anything.
METICULOUS AND ATTENTIVE
Carefully prepare the Federal and State returns, communicating with you to assure the best possible result.
ANSWERING ALL YOUR QUESTIONS
Review the return with you so you understand and approve it before signing. Easily pay online.
I look forward to working together! Please contact me so I can learn more about your needs and offer a quote for my services. We can do a virtual meeting or over tea at my home office.
610 9th Ave San Mateo CA 94402