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.
As North Carolina steadily emerges from various “Stay at home” orders, I am pleased to announce expanded opening hours for in-person meetings, starting on Tuesday 26th May. I offer in-person appointments at 9:00, 9:45, 10:30, 2:00, 2:45 and 3:30 Monday to Friday. This allows thirty minutes per appointment and a little time to sanitize between appointments. for clients who utilize Sharefile, I am happy to arrange telephone conferences, once the return has been uploaded to Sharefile.
Clients who have not yet scheduled appointments may drop off tax return information from 8:30am to 11:00am and noon to 5:00pm Monday through Friday, as that is the only time the elevators are in operation until further notice. I encourage clients to utilize my secure portal as much as possible. Telephone me if you would like to set up an account.
I continue to wear a face covering when meeting with clients and encourage you to do the same. With mutual co-operation, we can help keep COVID-19 in check.
Last Updated: May 18th, 2020