About Me
Who we are
My Background
I have been a CPA since 1987, with over 25 years of experience in financial analysis, Individual, Partnership and S Corporation tax returns. I currently hold active CPA licensures in both Utah and Georgia. I attained my bachelor’s degree in accounting in 1982, and my Master of Business Administration degree in 2005. I have experience working with Turbo Tax as an online tax expert, as well as H&R Block as a Master Tax Advisor. I am a proficient user of Intuit QuickBooks and have experience with accounting for rental and non-rental real estate transactions.
My Tax Preparation Objectives
Every client will leave with an accurately prepared return, an understanding of where the critical numbers on their return come from, and a summary of our tax planning discussions to help guide you for the upcoming tax year. It is your money, and you should know how it is taxed. My goal is to take the time to understand your unique tax situation, working together with you to ensure the best tax outcome possible under the law. No one should pay more income tax than they legitimately owe!
My Promise
I am ready to ensure that your tax return experience is personal, affordable and convenient.
CPA Mobile Tax Services COVID-19 awareness for tax seasons 2021 and beyond –
As always, I consider it a privilege to provide a service to my clients. It is my responsibility to provide services in a way that prioritizes the health and well-being of my clients. Prior to any scheduled contact with a client, we will discuss any concerns that the client may have with respect to COVID-19. All safety precautions, including face coverings and hand sanitization will be followed with respect to delivery of documents and any other processes that may require physical proximity between myself and my clients.
