No one enjoys tax time – I understand that!

If you have been looking for a tax professional who will take the time to get to know you personally, and be sure you take advantage of all the tax deductions and credits available, you’ve just landed in the right place!

Life events such as buying or selling real estate, getting married, moving to a new state, or starting a business can have a major impact on your tax return.  By getting to know each of my clients individually, I am able to provide personal service, along with the expertise necessary to minimize income tax liability each year.

I am a CPA and Enrolled Agent specializing in income tax preparation for individuals and small businesses.  As the spouse of a recently retired military member, I have extensive experience filing returns for military clients, and am very familiar with all the tax issues impacting military families.

Each of my clients receives my personal and professional attention.

I am located in north San Diego County, and have clients from Camp Pendleton to San Diego, Encinitas to Escondido, and beyond.  Many of my clients are located out of state, or out of the country.  I provide all services remotely via a secure, private client portal.

In addition to tax preparation, I also have taught college tax and accounting courses and have given seminars on a variety of tax, business, and accounting topics.

My goal is to provide professional, personalized services in a low-key environment.  We can work  together to make this a seamless and stress-free tax preparation experience!