FAQ

We work with individuals, families, and small business owners who want reliable, personalized support. If you value clear communication, accurate work, and a stress-free tax experience, we are likely a great match.

Our ideal clients:

• Embrace a fully virtual experience (handle your taxes from anywhere, with minimal hassle.)

• Communicate proactively (respond timely so everything stays on track.)

• Appreciate personalized guidance  

• Want a stress-free process

If this sounds like you, we’d love to work together!

I can support most common U.S. income sources, including:

• W-2 employment income – your regular job paycheck

• Investment income – dividends, interest, and capital gains

• 1099 income – freelance or contract work

• Social Security or retirement income – pensions, annuities, IRA distributions

• Small business / side hustle – Schedule C reporting for solo ventures

• Rental properties – income and expenses for real estate

• Contracting & gig work – rideshare, apps, or other 1099 gigs

I don’t currently handle:

• Foreign income – income earned outside the U.S.

• Cryptocurrency – transactions, staking, DeFi, NFTs

• Professional Gambling

• Large corporations – complex corporate filings (C-Corp, S-Corp's with more than 2 to 3 shareholders)

• Stock Options Trading

Getting started is simple. Schedule a brief phone or video call using the booking link on the website. This short conversation helps determine whether we are a good fit and gives you a clear picture of what to expect.

If we move forward, you will receive a secure email guide with step-by-step instructions to upload documents and communicate through the client portal. No documents are needed for the initial call, and the entire process is designed to be clear, secure, and uncomplicated.

You will need to provide all tax documents that apply to your situation. This typically includes income forms such as W-2s or 1099s, investment statements, records of retirement or Social Security income, and information related to small business or rental activity if applicable.

If you are unsure what applies to you, that is completely fine. During the process, we will ask for what documents are needed, and you can upload everything securely through the client portal. The goal is to keep things simple and make sure nothing important is missed.

Protecting your personal information is a top priority. We follow IRS data security requirements and use a secure client portal that meets encryption standards outlined by the Internal Revenue Service. For your protection, tax documents are never accepted by email. All information is shared and stored securely through the portal to ensure accuracy, privacy, and peace of mind. 

Yes, we provide year-round support to ensure your finances stay on track. Beyond tax season, we offer comprehensive bookkeeping services and the calculation of estimated tax payments. 

Our tax planning consultations go beyond basic preparation. Each session is tailored to your specific situation and focuses on how the Internal Revenue Code applies to your current or future plans. This allows you to make informed decisions, avoid costly mistakes, and position yourself confidently before life changes happen. 

Scheduling is easy. Click the Book Appointment button below to schedule a 20-minute consultation. This short call gives you the opportunity to discuss your tax situation, ask questions, and decide if working together is the right fit.