Communication: I strive for a 2 business day turnaround on communications and will not leave you in the dark. I don’t bill by the email, message, or phone call; if I have the time, I’ll share it, if I don’t, we’ll schedule something.

Care: To the point that it’s annoying. I take a great amount of pride in my work, as it’s a direct reflection of myself when it comes to this profession, and want to make sure things are as correct as they can be. If I see oddities or suspect things may be missing, I’ll ask you about it, then ask for more, instead of ignoring that instinct. I care about doing things right, even when nobody is looking and unlikely to look. Errors make or break your taxes and financials, so care is paramount.

Lagniappe: You may not have asked, you may not have even noticed, but I did. And I did something about it without billing you something extra for that something extra. I believe that I don’t have to hand out everything for free, but I also don’t have to charge for every little thing either. Sometimes it’s just nice to do good.

Tax Preparation: Prepared for a flat-fee that will be assessed after a consultation and/or review, and are required to be paid up-front. You’ll know exactly what you’re paying for with no surprises. 3 tiers of packages are available that include varying amounts of enhanced services and advisory in addition to tax preparation.

Bookkeeping & Accounting: Bookkeeping and accounting services will be performed on a monthly billing arrangement and

Tax Planning & Book Cleanup: Billed hourly at the standard rate.

If we prepared a tax return for you and were determined to receive a refund from the IRS, you can monitor the status of your refund utilizing the IRS’ “Where’s My Refund?” webpage.

We take data security very seriously - in the 2020 FBI report on cybercrime, more than $4 billion was lost to cybercrime in the United States alone. The accounting profession operates with the facilitation and communication of highly sensitive information and we have, and adhere to, a Written Information Security Plan (WISP) in place - which is required by the IRS for all firms engaged in tax preparation to ensure your information is as secure as possible. This includes secure cloud data storage, no limited local storage of files utilizing encrypted drives, use of antivirus (malware and ransomware mitigation measures), restricting official communications through the client portal, use of Multifactor Authentication (MFA), and the use of Virtual Private Networks (VPNs) when connected to the internet. Even if you choose to engage with services elsewhere, we urge you to inquire with your preparer as to whether or not they have a WISP in place and that they are adhering to such policies.