Approach
A small client list, a defined scope, and planning that happens throughout the year.
Working together
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Initial consultation
We talk through your situation and goals to see whether we’re a good fit.
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Written proposal
You receive a defined scope and fee before any work begins.
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Onboarding
I review your prior returns and records, and documents come in through a secure portal.
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Ongoing relationship
Planning throughout the year, not just a conversation in April.
Common questions
Who do you work best with?
Business owners, real estate investors, and families whose finances are complex enough that planning makes a real difference. If your return is simple, software will likely serve you well.
How are fees set?
Each engagement is priced on its scope and quoted in a written proposal before work begins, so there are no surprises.
Do we need to meet in person?
No. Meetings can happen by video, and documents are shared through a secure portal. In-person meetings are available in the Phoenix area.
I have income or property in another state. Can you help?
Yes. Multistate returns, including rental property and business income in other states, are a regular part of my work.
Let’s see if we’re a good fit.
Schedule a consultation, or send a short note about your situation and I’ll be in touch.