Professional, stress-free tax preparation and advice
from the convenience of home
I’m a CPA and CFP® (Certified Financial Planner) with over 13 years of experience helping individuals and small business owners navigate their taxes. I love helping clients save money on taxes so they keep more to use toward their goals. 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.
Colorado CPA License #29601
Let me make the tax filing process painless for you. Pricing for a basic Individual tax return (federal + 1 state) is $300.
Self-employed? Own rental properties? Have investment statements you don’t understand? Changed states during the year? I got you. We will review your situation together at our initial consultation and I will provide you a price quote.
Don’t like how your tax numbers turned out? Let’s take control of your taxes with some proactive planning! I can review your income and deductions to help you find tax saving strategies for this year. Pricing depends on your specific situation.
Small business tax return preparation available upon request.
My goal is for filing your taxes to be as smooth and transparent as possible.
Once we have decided to work together, you can expect the following process:
You will sign an engagement letter, fill out a tax questionnaire, and upload current year tax documents, and prior year tax return (if a new client) through online secure file sharing.
I will review what you sent over and send you a list of missing items. We may do a video chat or call at this point to review questions.
I will prepare your return and send a draft to you for your review.
You will sign the returns electronically.
All communication and document exchange is done digitally for your convenience!
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.