My goal is to provide ease of mind when encountering new or costly tax situations. I provide tax preparation, planning and audit services. My office is within walking (or biking) distance of Google, Intuit and Microsoft.
My clients include employees with stock options or restricted stock units and small business owners transitioning from a sole proprietorship to a more formal business entity (LLC or S-Corporation). I also provide tax and record keeping services to seniors and individuals assuming responsibility for their parent's tax returns due to an illness or death.
If you encounter a new situation and want to discuss its impact on your taxes, call me. The initial visit is free and may save you from a costly mistake on your next tax return.
EA: Enrolled Agent is a federally-licensed tax practitioner who has passed the IRS's Special Enrollment Exam in tax.