Tax issues facing individuals are as varied and complex as the people I work with.

I like to start by having a meeting with you to discuss your current situation. I go over what you need to be filing, and what is making the process challenging now. I then work with you to figure out a timeline and budget for getting everything in order.

Because I am transparent in all that I do, after an introductory meeting, I will give an estimate of my fees. Unless the work being done changes, that is the fee I will bill. No surprises, no sudden extra billings.

Going forward, I contact you as it gets closer to the time for an action. I will follow up on a regular basis to make sure everything is being taken care of, and find out if you have any questions.