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Frequently Asked Questions

My practice is primarily virtual, meaning we’ll work together via video or phone conference. However, in-person conferences are important and can be arranged, just send a request in advance.

For commercial contractors, I prefer working onsite with you and your team.

Yes! Though I’m located in the Portland area, I work with clients all throughout Oregon and all over the U.S.

I serve clients who value a strong trusted advisory relationship with their CPA. One where we talk and plan many times during the year—not just at tax time.

My minimum fee for individuals is $900 and $1,800 for a business return. I bill hourly and so the final fee depends on the time and attention needed.