I have prepared personal taxes and small business taxes since 2005 under the umbrella of a financial firm, a firm in Menasha, and from my home for a firm in Minneapolis. My experiences have helped me to learn the tax code and what clients are looking for. We do taxes with integrity and honesty to reduce the tax burden to the full legal extent without cheating the system and increasing the likely hood of surprises down the road.
No appointments are necessary. Simply gather your documents and follow the instructions below.
You may fill out an organizer and upload all of your documents through our encrypted website from your computer or cell phone.
or…
You may fill out an organizer and drop off your tax documents to me in person at our farm home.
Please feel free to email or call me with any questions that you have.