Whether you're paying quarterly, planning ahead, or just want your return done right, you'll work one-on-one with someone who spent years doing taxes at EY and KPMG. Clear pricing, plain-English answers, and no surprises.
Book a free 20-min tax preview See pricingEvery service is one-on-one with me, priced upfront, and explained in plain English. No hourly billing, no confusing add-ons.
Side hustle, freelance, or 1099 income? Stop guessing what to send the IRS each quarter.
The best time to lower your tax bill is before the year ends. Let's make sure April holds no surprises.
Your return, prepared carefully and reviewed with you before it's filed.
Not sure which one you need? Start with a free 20-minute tax preview →
We talk through your situation and I look over last year's return, so I can tell you exactly what you need and what it will cost.
You get a clear, upfront price and a simple engagement letter before any work starts. No hourly meter running in the background.
You securely send your documents, I do the work, and we walk through the results together before anything is filed or paid.
If you have income without tax withheld, these are the dates the IRS expects quarterly payments. Missing them can mean penalties, even if you pay in full in April.
No. I'm a registered tax preparer with an IRS PTIN, and I spent years in Big 4 tax at EY and KPMG. Every tax engagement is covered by a simple engagement letter so you know exactly what's included.
Because no two returns are the same. A W-2-only return takes far less work than one with side-business income, investments or rental property. On the free preview call I look at last year's return and give you a flat quote before anything starts, so you'll never get a surprise bill.
If you earn money without taxes taken out (freelance, 1099, side hustle, some investment income), you may. The IRS generally expects quarterly payments if you'll owe $1,000 or more when you file. If you're not sure, that's exactly what the free preview call is for.
The earlier the better, ideally by early December. Many tax-saving moves only count if they're done before December 31, so planning in time gives you the most options.
Please don't email tax returns or documents with your Social Security number. After we connect, I'll send you a secure way to share them.
Free, no pressure. You'll leave knowing exactly what makes sense for your situation and what it would cost.
Book a free 20-min tax previewWhether it's about coaching, taxes, or just figuring out where to start, I'll get back to you within one business day.