Your story is woven into the numbers on your personal tax return.

From changing your marital status, welcoming children, employment changes, considering retirement, rentals, side-gig income streams – a lot affects your tax position, and we’re here to guide the way.

We gather the details when it comes time to file your annual tax return to ensure your situation and life events are reflected accurately.

Our paperless systems and secure client portal allow us to confidentially correspond and share information wherever you are located. Of course, in-person meetings and paper documents are always welcome as well – whatever works best for you!