I specialize in helping self-employed people organize for and process their tax paperwork. I love helping people create solutions to messy, complex financial situations.
What does the process look like? To get started, I'll send you my tax packet which includes spreadsheets to help you get organized and a checklist of documents you'll need for your tax return. Prior to our meeting, you'll gather as much information as possible to bring with you when we meet. Next, at our 1-hour meeting we'll discuss your tax situation and make a plan for moving forward. After I've received all of your documents, I'll get to work on completing your return.
I meet in person in San Francisco or the East Bay, and can work with people outside of the Bay Area remotely via Skype.
My Qualifications I am a CTEC Registered Tax Preparer with a comprehensive tax education and a speciality in self-employment tax. I also have a Certificate in Accounting from City College of San Francisco and 9 years of experience working with a variety of bookkeeping systems.
Rates As of January 1 2018, tax services are a flat rate of $475 per year. This includes a 1-hour meeting and filing your state and federal return. More complicated tax situations may cost a higher fee, but most tax returns fall under my $475 umbrella.