Welcome to our website!

Due to continuing concerns about the health of my staff and my clients, we will be completing your tax returns ‘virtually’ this year.  Please see my 2020 Worksheet below for additional information on how we plan to accomplish this and on what your options are.

Reminder: When you report your stimulus payment, we need the amounts of both the payment that you received last spring and the one that you just received this winter.

image002This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Click here for the 2020 Tax Worksheet – new fill-in format..

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.