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.
The news on mask-wearing from the CDC on March 8th is encouraging. However, my landlord still requires a mask to be worn in all areas of the building. I do not expect to be fully vaccinated until well after tax season, nor do I know when my fellow tenants will be fully vaccinated. I expect to update this page quite often as things improve.
All visitors must continue to wear a face covering, 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.
I work from a Regus office center. The center has rules on face coverings. Details are posted conspicuously in the center but, in brief, they closely follow current North Carolina mandates. The elevator is currently dual occupancy only.
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.
In-person appointments are available at 9:00, 9:45, 10:30, 2:00, 2:45, 3:30 and 4:15 Monday to Friday. This allows thirty minutes per appointment and a little time to sanitize between appointments. One evening appointment (after 5:00) is available each weekday. 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 5:00pm 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: March 8th, 2021