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.
We continue to emerge from mask-wearing mandates, which is encouraging. However, my landlord still requires visitors who are not fully vaccinated to wear a mask in all areas of the building.
I work from a Regus office center and ask clients to observe their rules and mine whilst in the center.
For the moment, all visitors must continue to wear a cloth face mask or a face shield, covering nose and mouth, whilst in my office. If you are unable to wear a face covering, or choose not to do so, I will, whilst observing physical distancing, hand over tax returns and other papers to you and arrange a telephone conference, if you wish.
The center has rules on face coverings. Details are posted conspicuously in the center. Visitors who are not fully vaccinated must wear masks or face shields in all public areas in the building. There are sixty offices in this center with tenants and visitors in various stages of vaccination. I ask for your continued co-operation in keeping all of us safe.
I recognize that, once the above policy is relaxed, some clients may still be more comfortable wearing a mask in public. In that case, I will be happy to reciprocate.
I have decided on this policy because my wife is a Registered Nurse. She helps sick people get well and I want to protect her so that she can continue to do that. Until we know more about the length of immunity afforded by vaccines, I want to protect clients.
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 27th, 2021