Who am I?
I am a tax preparer working in Humboldt County, California. I prepare tax returns for individuals and small businesses. I take a holistic approach to my tax practice. I like to talk with clients about the big picture and understand how it fits into their tax situation. A tax appointment with me can include discussions that range from marriage and family planning to retirement and estate planning to business consulting and strategy.
Services
Tax Planning
Estimated Tax/Quarterly Tax
Business Consulting
Individual Tax Preparation
Business Tax Preparation
Estate and Trust Tax Preparation
My Philosophy
I really like getting to know my clients and their financial situation. I understand and respect that we all come to our money decisions with different life experiences and levels of fiscal literacy. I try to help clients employ strategies that have them planning and saving better than they have in the past. The more I know about a client’s goals and dreams, the more I can help them understand how to plan for potential tax consequences.