No one wants to discuss, or even think about them until the deadline is right around the corner. And every year, without fail, we scramble at the last minute to find a CPA - or we decide to try our luck and do it ourselves. Amid a sea of papers and numbers, we close our eyes and hope for the best. It can't turn out as badly as last year, right?
Trust me: It doesn't have to be so hard. Tax preparation is all about planning, and being involved in the process every step of the way. We all have unique lives with equally unique tax situations. Accordingly, we all need personalized, thoughtful planning that takes the guesswork out of taxes. I provide methodical, expert tax preparation, optimizing each client's tax position to the highest benefit.
Trust me: It doesn't have to be so hard. Tax preparation is all about planning, and being involved in the process every step of the way. We all have unique lives with equally unique tax situations. Accordingly, we all need personalized, thoughtful planning that takes the guesswork out of taxes. I provide methodical, expert tax preparation, optimizing each client's tax position to the highest benefit.
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I became a CPA so I could help others navigate the confusing and often frustrating task of tax preparation. My goal is to reduce my clients' stress during the process and provide complete satisfaction with the results. My first position upon earning my CPA license was with a media conglomerate. I found the work unfulfilling, and realized that it was because I was not investing my time and energy into giving back.
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We help you create a financial plan focused on long term planning-to minimize your current and future tax liability. To do this, we take into account your current tax situation and expected future earnings, and setup investment and planning strategies to optimize your future tax savings. We provide our clients with a short, user friendly electronic questionnaire* to capture the relevant information for the tax year in question.
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Please return the completed Individual Taxpayer Organizer along with copies of your 2020 tax documents e.g. Forms W-2, 1099, etc. Please do not send receipts, bank statements, invoices, or other pieces of documentation unless requested. After your documents are received, your return will be prepared.
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