My Services

Form 990-EZ, Form 990-N, Form 990-PF, and Form 990-T preparation and filing

Policy reviews and preparation

Mitigation (Review notices, audit consultation, etc.)

Risk assessment

Training

& More

 My assessment of your situation is free. 

Q. What are your prices?

A.  My prices are competitive and depend on the engagement.   The initial consultation or assessment is free, and any pricing is discussed and agreed upon up front before any work is performed. 

Q. How much tax experience do you have?

A. I have more than 19 years of tax experience.   I worked for the IRS for more than 12 years mostly as a senior revenue agent, but also worked as a manger and on special projects.  

Q. Can you guarantee me a result?

A. No tax professional can guarantee a result including me.  I can only claim that I will ethically and competently complete work on your tax engagement. 

Q. Do you have an office?

A. I have a home office where I conduct business virtually.  Tax records are confidentially and securely stored.    In person meetings can be arranged but initial consultations are done by phone or video conference.