I understand that many people find tax time to be overwhelming and sometimes dreadful. Despite my family thinking I’m nerdy beyond all reason, I genuinely enjoy preparing tax returns, keeping up-to-date with professional continuing education, and find unnatural appreciation for complex spreadsheets, which can only be topped by the shear excitement of a balanced reconciliation. If all of this technical-talk makes your head spin, no worries. You’ll be in good hands. I mostly contain my enthusiasm, but rest assured that if you have a tax or business question, I’m ready to help!
My goal is to utilize secure technology to provide a streamlined process for communication, workflow, and deliverables. By doing so, I am able to operate efficiently and spend more time executing strategy versus administrative tasks. I’m absolutely available for less-technical means of conducting business. I understand that some clients prefer to work face-to-face with documents in hand. That’s okay! While my nerdiness embraces adaptation and technological innovation, it’s definitely not ‘my way or the highway.’ I like paper too! (There’s nothing quite like shopping for office supplies. Love. It.) That being said, I’ve found that most clients prefer that I spend time applying professional expertise rather than organizing and scanning client documents.
The goods news is that you get to decide what works best for you. My business is based on relationships, not transactions. I get to know your background, where you are now, and where you want to be next month, next year, and two decades down the road. (This means I ask questions!) Through our work together, we can develop and implement strategy to help meet your goals from a tax and account perspective in a way that most suits your lifestyle.