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.

You can upload a copy of your last two years of tax returns here,
or bring a copy to your appointment, for a complimentary estimate.

Please note: I do not open tax return attachments sent by email. Hello, Cybercrooks!

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) 661-0665 or by email (please keep it BRIEF[1]) 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.

[1] We are very cyber-threat conscious so please do not send lengthy, descriptive email. They won’t receive a response.

CPA office