I am now semiretired and not taking on new clients.

I retired the end of 2023 and kept only a small number of clients – most of which go back with me for some 30 or more years  However, if any of my former clients need help with a year that I have prepared they are more than welcome to contact me.

Are you looking for a new tax professional?

When it comes to hiring a tax professional, you should feel comfortable that all your needs can be taken care of no matter what arises – whether it be questions about your current or future tax situation or a problem that has surfaced from your past.  It should also go without saying, that the tax professional should be fully educated, licensed  and up to date in tax law.  As an Enrolled Agent – a federally licensed tax professional – I maintain  an average of more than 24 hours continuing education each year in federal taxation.  And as an Enrolled Agent, I can deal with any federal or state agency, for you, to resolve any issue you might have.

Since I am now semiretired and will not be taking on new clients, I may be able to recommend another highly qualified enrolled agent.  Feel free to contact me by email.