What I offer isn’t just filing - it’s confidence, continuity, and care. Every return is prepared and reviewed by one licensed professional, me! Not seasonal untrained staff or software logic. I don't have a team that turns over. I'm here year after year, building long-term trust with both clients and their advisors. I charge more because I offer more:

• Expert review from a professional who stays with you over time

• A personalized video walkthrough of your return

• Optional collaboration with your financial advisor

I work completely remotely, using secure cloud tools to handle your taxes from start to finish, so you can spend your time on what matters to you.

If you are in the Orange County, CA area, yes! An Initial meet and greet can be requested to show I'm a real person! If not, all meetings would be over Google Meets. 

I specialize in tax compliance geared towards the following everyday taxpayers: 

1. Professionals 

2. Families 

3. Retirees 

4. Any taxpayers #1-3 that require amended filing

The taxpayers I serve best will typically have the following income forms: 

1. W-2 Employment Income

2. Investment Income (1099s)

3. Social Security or Retirement Income

4. Equity Comp (Stock Options, RSUs)

I also work best with clients who want their tax work coordinated with their Certified Financial Planner or financial advisor. 

Yes, I can connect with your financial advisor. I would need your consent to connect with your advisor, give them updates, information, and send your secure documents to them. 

Yes! As an Enrolled Agent, I can represent you before the IRS regarding examinations, collections, notices and other tax matters. 

in order to provide you the best service possible: I do not serve taxpayers with the following income: 

1. Business Owner / Side Hustle (Schedule C)

2. Rental Properties

3. Cryptocurrency

4. K-1 Income

5. Foreign Income

6. Contracting / 1099 Gig Work

For most clients, I aim to file on time - not extend. That’s because extensions require additional time to ensure you’ve paid enough in taxes, and they delay important advisor conversations and planning.

To keep things on track, we ask for all documents by March 15. If documents come in after that date, a $100 surcharge applies. If they arrive after April 1, an additional $100 surcharge is added due to the increased strain and bottleneck of last-minute filings.

That said, we understand life happens - whether it’s a missing form or an unexpected delay. If that’s your situation, reach out early. We’re happy to be flexible when there’s open communication.

My contact info with my phone and email is below! Please refer to my time and availability. 

Fees vary based on complexity and scope, but I do provide a starting rate. Final pricing will be confirmed during onboarding. Scroll below to see starting rates. 

To ensure I can give you the best service possible complete the following: 

1. Complete the intake form below and answer the following questions.

2.  If potentially a good match, you will receive a link to upload your prior tax return to a secure portal. 

3.  Once your prior return is reviewed, you will be sent a Calendly link to meet with me on Google Meets. No work will be done unless given your approval.

4. Within the meeting, we'll chat about your current tax situation, and you will be sent a link to upload your current tax documents. 

I specialize in state tax filings for:

• California residents, including those with income from Florida, Texas, Nevada, Alaska, Wyoming, or South Dakota 

• Residents of Florida, Texas, Nevada, Alaska, Wyoming, or South Dakota who may or may not earn California-source income

As of now I do not prepare returns for other state income-tax jurisdictions. If you live in or earn income from any other state with an income tax, I may not be the right fit.