Make tax filing easier and less expensive this year


We are quickly approaching the beginning of 2017 tax filing season and, as usual, I am scheduling tax return services on a first-come, first-served basis. Most tax documents will arrive in the next two weeks. Just let me know when you are ready to send them; I will make it easy with an online portal that works with your cell phone camera. Here is the key information you need to know to make this an easily painless experience:

TAX ORGANIZER: I generally do not send a Tax Organizer because this can be intimidating to many people. Instead, we usually gather information through personal interview an online communications. If you want a Tax Organizer, please just let me know and I am happy to send it.

ACCESS: Communication should not be a problem. You will have my cell phone, a secure document portal, secure messaging and online video conferencing. I respond personally to calls and texts.

AGREEMENT: A detailed and customized written agreement that includes what is included and what is not, start and end date, and other details. You can see a generic sample agreement at

PRICE: My fee is based on National Association of Accountants average fee survey results published at You can easily look up the fee that applies to you and we can discuss any necessary adjustment for your situation. The minimum fee is $100, $176 is average for an individual tax return without complications. Travel costs, if any, are not included.

ONLINE REVIEWS: I will appreciate your comments on this independent profile and online consumer review service:

REFERRAL PROMOTION: I am participating in a referral program. Please consider sharing this offer online or with your personal contacts. I pay a $50 referral fee to both of you. See .

If you have any early questions, please let me know.


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