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Started or closed a business
Bought, sold, or rented out a property
Got married or divorced
Had a baby or added a dependent
Retired or started taking retirement income
Moved to a new state
Yes. I'm based in Arlington, Texas, and work with clients in all 50 states. Everything is done virtually.
A relaxed 30-minute conversation by phone or Zoom about your situation and how I can help. No documents needed yet.
No. Log in to your client portal, complete this year's questionnaire, and upload your documents. If you want to talk something through, send me a message in the portal or book a consultation.
S Corporation (Form 1120-S) and partnership (Form 1065) returns, plus bookkeeping, payroll compliance, and quarterly estimates for business owners.
Software only knows what you type into it. I ask the questions it doesn't: about your side income, your home, your car, your business, and your plans for next year. And when you have a question, you get a real person who already knows your file.
It depends on what your return involves. You'll get a clear quote before any work begins, with no surprise fees.
Yes. Documents, messages, and signatures all go through a secure client portal and mobile app with encrypted uploads, on a SOC 2-compliant platform.