Book Appointments

Book an appointment anytime, day or night, through
my online 24/7 appointment scheduler.

New Clients!

You will need to call the office (831) 661-0665
for a quick chat prior to booking your first appointment.

Meet & Greet (5/1 – 12/15)

New to town? Your CPA retired? Looking to switch firms? Let’s meet and see if we are a good fit.
Please bring a copy of your last two year’s tax returns for a complimentary estimate.

Current Clients

I look forward to seeing you! For the most up to date information regarding fees please click here.

Tax Consultation

I inherited money – what do I do? We are getting married – now what? I want to sell my business – what are the tax consequences? How can I assist you?

Financial Planning

Retirement planning, college savings, investment advice – let’s do it!

IRS Matters

Got a nasty-gram from the IRS? Haven’t filed for a while? Need a payment plan? I am here to help!