Let’s Work Together
As a fully remote CPA, I offer clients a convenient, flexible, and highly secure experience that allows you to manage your tax needs from the comfort of your home. We can communicate via email, phone, or video calls—whichever best fits your schedule and lifestyle.
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Below is an overview of how to get started as a new client.
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Step 1:
Submit an inquiry
Visit the Contact page and share your details along with a brief description of your tax issue.
Step 2:
Complete your questionnaire
You’ll receive a questionnaire by email to gather more details about your tax situation—simply complete it as best you can, and I’ll follow up with you shortly.
Step 3:
Connect over the phone
Enjoy a complimentary 10–15 minute phone consultation to discuss your needs, explore service options, and review pricing.
Step 4:
Sign your engagement letter
Once we agree on the scope of services and fees, you’ll receive an engagement letter through our secure portal—quickly and conveniently delivered for easy electronic signature, saving you time and effort.
