FREQUENTLY ASKED QUESTIONS

Definitely! I do not limit myself to clients in the military but am prepared to provide services to any individuals or small businesses.

I have clients who live both overseas and stateside. My clients are often married couples with a US citizen taxpayer and a spouse from a foreign country or are Americans living and working overseas who need assistance reporting their foreign earned income. While meeting new clients is typically not possible, especially those overseas (my stateside clients are in multiple locations as well), I am always available to meet over the phone or Zoom. It is not any more difficult serving clients overseas than it is a client who may live next door.

I have provided services for self-employed individuals with small home-based businesses, filing a Schedule C with their personal return, as well as for clients with an S Corp which requires a business return. Many of my clients have rental properties as well.

I am required by law to maintain a written information security plan to protect client data. I use a VPN and SmartVault for the secure sharing of client documents. I ask all clients to never email or text me documents that contain any sensitive information. Client files are kept under lock and key. I take the protection and confidentiality of each, and every client very seriously, not only because of the requirements by the IRS but because my clients' trust is so important to me.

SmartVault is a “secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals. Built with bank-level security, SmartVault's single platform is the most secure way to store and share your documents.”

I provide SmartVault so that all my clients may safely submit sensitive tax and personal documents without the worry of privacy infrigement.

Learn more at SmartVault’s website.

Yes. I find that no two situations are ever the same and even some client situations can change greatly from year to year. I feel that it is important to maintain communications with each client and determine together what will be the most beneficial package for them. My goal is to always meet their needs in the most efficient and reasonable manner possible.