Do you want a tax professional who utilizes the best that modern technology has to offer? Or do you prefer one who offers the personal touch? Why not choose both? I utilize technology smartly but I don’t let it run my tax practice nor do I let it prepare your tax return – I do that, using almost thirty years of experience and expertise on both sides of the Atlantic.
I like to meet with my clients and chat with them. That is how I understand what makes you tick and helps me figure out how to help you keep more of the money you earn, at the least personal cost.
When I am not thinking about tax, I can sometimes be found in my wife’s kitchen roasting coffee. By combining age-old physical principles and thoughtfully-designed computer software, I aspire to produce the perfect cup of coffee.
CORONAVIRUS INFORMATION (Updated June 3rd, 2022)
Following my COVID-19 diagnosis, I have decided to require that all visitors to my office wear a mask until further notice. Today, the risk level for Wake County is Medium and in all surrounding counties it is either Medium or High. Because a significant number of my clients are either elderly or otherwise at high risk for complications from COVID-19, I have decided that I must do everything in my power to mitigate risks for all clients but, particularly, those who are at higher risk. Doing that successfully requires co-operation from everyone who comes to my office.
I am happy to arrange video or telephone calls to replace an in-person meeting for those who cannot comply with this policy. I also offer Sharefile as a means of exchanging tax paperwork and other sensitive information. If you would like to set up an account, please let me know.
All meetings, including existing clients, are by prior appointment only.
In-person and remote appointments are available at 9:00, 9:45, 10:30, 2:00, 2:45, 3:30 and 4:15 on Tuesdays and Thursdays. This allows thirty minutes per appointment and a little time to sanitize between appointments. Evening appointments are by special arrangement Monday-Thursday and must be concluded by 6:15pm to allow for office cleaning. For clients who utilize Sharefile, I am happy to arrange telephone conferences, once the return has been uploaded to Sharefile.
Clients may drop off tax return information (in a sealed envelope) without an appointment, at reception from 8:30am to 4:45pm Monday through Friday. I encourage clients to utilize my secure portal as much as possible. Telephone me if you would like to set up an account.
Last Updated: May 20th, 2022