Over 20 Years of Tax Preparation Experience

Enrolled Agent certification: The enrolled agent credential is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and representation matters. Enrolled agents have unlimited representation rights; allowing you to represent your clients before the IRS on all tax matters.

I mostly provide tax prep services with a focus on investment income, retirement tax planning, and small business ownership (sole proprietors, s-corps, partnerships, and c-corps). I also do light bookkeeping, mostly for QuickBooks Online users.