FAQs
How long have you been practicing?
I’ve been working in accounting and tax services since 1999. With over two decades of experience, I’ve helped individuals and businesses navigate everything from annual tax filings to complex compliance issues.
Do I have to be in your area or can you work with me remotely?
You’re in luck! I only work remotely. I work with clients anywhere in the U.S. through video conferencing and other internet-based systems. This allows us to be as efficient as possible and avoid unnecessary travel time.
Is there a minimum income or business size to work with you?
Nope! Whether you’re an individual just starting out or a small business owner, we’ll begin right where you are.
Do you prepare both personal and business taxes?
Yes! I prepare tax returns for individuals, families, and businesses. I also provide year-round planning to help reduce your tax burden.
What kinds of businesses do you work with?
I work with a wide variety of small businesses—from service-based companies to retail shops. Each one has unique needs, and my goal is to keep you compliant and give you confidence in your numbers.
Can you help with bookkeeping and payroll?
Absolutely. We handle bookkeeping to keep your records clean and organized, and we partner with a trusted local provider for payroll so everything runs smoothly.
Am I going to have to spend a lot of time pulling together documents?
Some, yes—but we make it as easy as possible. Most documents can be uploaded electronically, and we’ll guide you step by step so you don’t waste time digging for things you don’t really need.
Will I understand my numbers better after working with you?
Yes! Many clients come to me feeling unsure or overwhelmed. One of the first things we do is create a clear picture of your finances—so you can finally feel organized and confident moving forward.