I am no longer accepting new clients at this time.  I am sorry, but my client load is complete.  Those in my client's family know I am here to help with tax planning so that you and your family pay as little income tax as possible.  I help you keep up with the expenses and deductions to save you on your taxes.  Tax planning is an all-year-long thing, so you must keep up and keep good records with the things that I need to help you pay the lowest income tax rate possible. You must also make tax deposits or stay on top of your withholdings. 

I am now booking appointments for round 2 of the 2023 Tax Year.  You can click on the orange block to schedule, super easy. I am not in the office every day unless I have scheduled appointments. For that reason, please do not book same day appointments unless we have discussed.

Please remember that I need your tax documents by 8 pm the night before your appointment.  Please do not send them more than three days early, though because I will not have your file at my desk at that time.  If you have new assets or stock and crypto trades, please also send them the night before or up to three days before is fine.

Please try to email me any concerns rather than texting.  If I am preoccupied with another client or anything else, I will likely forget about your text.  It is always best to email me, especially if you send me a letter or anything like that. 

I look forward to helping you save on your taxes and the new tax brackets will show a change from last year's numbers that will benefit most of you.  You can check out the tax news and document page on my website for more info.

Hello and welcome tax family!

almost 17 years y’all!