Contact Me
Next Steps:
Meet & Greet (5/1 – 1/15)*
New to town? Your CPA retired? Looking to switch firms?
Let’s chat and see if we are a good fit. Please fill out our Client Interest Form or call our office for a quick pre-screening and we can schedule an appointment.
Please upload a copy of your last two years of tax returns here,
or bring a copy to your appointment, for a complimentary estimate.
*After our Meet & Greet I typically ask for 24-48 hours to assess your needs to ensure I can commit the appropriate time to provide you with the excellent service you deserve. A meet & greet appointment is not a guarantee of future services.
I pride myself in providing exceptional services, in a timely manner-both with a personal touch. Schedule an appointment with me and I can get you where you need to be. You can reach me at (831) 475-1544 or by email (please keep it BRIEF**) at [email protected] and you will receive a cheerful response in 1-2 business days.
While we have a brick and mortar location, we are only offering in-person meetings on a limited basis. There will be no charge for a brief 10-15 initial telephone consultation to go over our process and pricing.
**We are very cyber-threat conscious, so please do not send lengthy, descriptive emails, or attach copies of tax returns. They won’t receive a response.
