Contact Me

Meet & Greet
(May 1 – January 15,
outside of tax season)*

New to town? Your CPA retired? Looking to switch firms?

  • Let’s chat and see if we are a good fit. Fill out our Client Interest Form and I'll reach out within 1-2 business days.
  • At that time, I'll send you a link to our secure portal so you can upload a copy of your prior year tax return.

    Reaching Me

    I pride myself on providing exceptional service in a timely manner, with a personal touch.

    • Phone: (831) 475-1544
    • Email is always the faster way to reach me: [email protected]. You'll receive a cheerful response within 1-2 business days (please keep it brief**).
    • While we have a brick-and-mortar location, in-person meetings are offered on a limited basis.
    • There's no charge for a brief 10-15 minute initial phone consultation to go over our process and pricing.

    *After our Meet & Greet, I typically ask for 24-48 hours to assess your needs and 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.

    **We are very cyber-threat conscious, so please do not send lengthy, descriptive, or AI-generated emails, and do not attach copies of tax returns. These emails won't receive a response.