Serving Charlotte, NC & clients nationwide. Virtual appointments available

Consultation

We’ll review your tax situation, talk through your needs, and make sure you feel clear and confident moving forward.

Document-Based Tax Prep

Prefer to skip the consultation? This option allows you to get started by submitting your information and documents securely.

I’ll review your submission, prepare your return, and reach out if anything else is needed to ensure accuracy before filing.

Includes secure messaging and follow-up questions if clarification is needed.