Professional, stress-free tax preparation and advice
from the convenience of home
I’m a CPA and CFP® (Certified Financial Planner) with over 15 years of experience helping individuals and small business owners navigate their taxes. I love helping you save money on taxes so you keep more to use toward your goals. I understand that taxes are just one part of your financial picture. I’m located in Fort Collins, Colorado but can easily work with you virtually wherever you are.
I want to:
- provide you with expert advice that puts you at ease.
- make the tax filing process stress-free and convenient for you.
- talk to you throughout the year!
Colorado CPA License #29601
Stay on top of things
Sign up for my tax advice newsletter for planning tips, news on important tax updates, and timely reminders.
Who I Work With
I work with busy people who want professional tax services from the convenience of their home.
You may be a good fit if:
You are comfortable with technology (or willing to learn) such as videochat, filesharing, and electronic signatures.
I may not be for you if:
You enjoy the “rush” of waiting until the last minute to file your taxes. You have a literal shoebox of receipts you want someone to go through.
Ready to check taxes off of your to do list?
Schedule a time for a free initial consultation, or contact me with any questions.