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 provide a copy of your last two year’s tax returns for a complimentary estimate.

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 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.