You may begin your tax preparation engagement by using our secure online portal, or if you are local, you may schedule an appointment to drop-off your documents in person at 6865 Deerpath Road Elkridge, MD 21075. Drop-off hours are 8:45am - 4:45pm Monday - Friday.

However, if you’d prefer, you may schedule a 15 minute consultation through my online calendar and meet via virtually (Teams or Zoom). We will discuss your tax needs and you may then decide if you’d like to drop off your documents at the drop-off location or you may begin your service by using our secure online portal.

If you need assistance getting started, I’m more than happy to help!

In December & January we offer Estimate Tax consults. If you have all or 90% of your tax documents we can begin the process to estimate your tax amounts and the tax preparation fees. Once you have the remaining documents, upload them to your online account and notify my office. We will then begin completing your return.

Yes, I e-file your federal and state tax returns securely once you’ve reviewed and approved them.

While I may offer general tax planning tips/suggestions after reviewing your tax return, my focus is on accurate preparation and filing during tax season. However, after tax season has ended, we can schedule time to discuss your options for tax planning services.

Payment is due upon completion of your tax return. I accept various payment methods including credit cards and electronic transfers. You also have the option of using a bank product and pay for your tax preparation fee with your tax refund.

NOTE: I do not accept Cash App payments.

Once your return is filed, I’ll send you a copy for your records along with confirmation that it was accepted by the IRS and state. Your documents will also be filed on our IRS approved portal for future reference.

You may check on the status of your return by going to https://www.irs.gov/wheres-my-refund.