🧾 Let's Get Started
The first step is to connect - by email, phone call, or video chat - so I can learn more about your situation and how to best help you. Once we agree to move forward, here's what comes next:
💬 Send me a Message
Quick questions, or tell me a bit about your situation and I'll get back to you.
I reply to every message within one business day.
Please don't include Social Security numbers, account numbers, or tax documents in this form — it isn't encrypted. Once we're working together, everything goes through the Secure Client Portal.
🔒 What to Expect
1. Secure upload. You’ll send your prior year’s tax return and key documents through our encrypted Secure Client Portal under "Guest Exchange."
2. Clear terms. I’ll provide a Letter of Engagement outlining the services to be performed and the amount of the fee.
3. Personalized prep. I’ll prepare your return(s) with care, then upload them for your review and e-signature(s).
4. Seamless filing. Once you approve, your return(s) will be e-filed and confirmed. You’ll pay securely online, or you may mail a check.
🔒 Your privacy and security are my top priorities. To ensure safe access to your Secure Client Portal: Always use the official link provided on this website—do not enter credentials on unknown sites. Your portal will open in a separate window for added security and convenience. Enable multi-factor authentication (MFA) for extra protection. Never share login details via email or text messages—contact me directly for any security-related concerns.
