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ABOUT ME; MBA, EA

I have a bachelors in Finance and a Masters in Accounting. I have been preparing tax returns since 2004.  I'm located in the Santa Cruz area in Aptos and have a home office, which I believe allows for a little more comfortable setting. If I am not familiar with a question or problem, I have all kinds of resources at my fingertips to help me provide the correct answer.

I have been doing accounting/bookkeeping work since 1990 and have now found my groove to be in tax preparation. I absolutely love my job and love the challenge that some clients bring.

I am licensed with the IRS as an Enrolled Agent.

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MY VISION

I know finding and keeping a tax professional can be a difficult task. I would like to be the one that you find and feel comfortable with for a long time. I am offering my experience, training, education and professional knowledge to you to afford you the time to worry about more important things in your life, to take away the stress in the worry about doing your own taxes and wondering if you've done them right and taken all the appropriate and allowed deductions.Your tax return becomes mine and I will make sure I try and minimize your tax liability the best I can.

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