My practice is built on simple ideas: accessibility, expertise, and open communication. I am absolutely passionate about technology and believe that change is critical to positive growth. I welcome new ideas and knowledge. There is nothing more rewarding than collaborating with a client to create better processes and achieve the results they desire.
In my experience, people don't just want a firm, they want an advisor. With this in mind, I custom-tailor my services to suit each client's specific needs and perform all professional-level work myself.
In my experience, people don't just want a firm, they want an advisor. With this in mind, I custom-tailor my services to suit each client's specific needs and perform all professional-level work myself.
Services
Services
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You didn't start your business to sort paper, code transactions, and learn about general ledgers. You started your business because you are passionate about what you do. Signing up for our bookkeeping service means we do all the super important (kinda boring) paperwork. We balance bank accounts, enter expenses, produce reports you can understand; the list goes on and on.
Faq
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How do you charge for your services/what are your fees? For individual returns, our first answer is always: we must see your current year tax information before we can give you an exact price quote. Our pricing method is value based, which means that rather than charging by form or by time, we charge according to the combination of time and complexity of each return.
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We appreciate your interest. We understand that it can be nerve-wracking to make a move to a new firm. Rest assured, we want the same thing as you: a mutually beneficial relationship that's easy to maintain and produces great results. You may find that we don't fit your idea of a traditional tax office.
How We Work
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If you've utilized this in the past, we will automatically provide this year's for you here. Please allow at least 7 days from the date you provide your tax documents for me to assemble a draft of the return. We use the review appointment to ask for missing information and discuss follow-up questions.
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