About Me

As an Enrolled Agent since 2003, I represent taxpayers in resolving tax issues with the Internal Revenue Service and with state taxing authorities.


I have provided tax advice and return preparation since 1997. I specialize in:

 

  • Tax preparation and tax planning services for individuals
  • Tax returns for trusts and estates.

 

EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

 

My professional organizations promote high standards of ethics and professional excellence. 

 

They provide me with access to continuing education and other resources to keep me on the leading edge of ever-changing tax laws, and to stay attuned to the needs and concerns of my clients.


        The National Association of Enrolled Agents
        The Maryland Society of Accounting and Tax Professionals
        The Wheaton-Kensington Chamber of Commerce

 

I hold a Masters degree in Education from the University of Iowa, Iowa City, Iowa.

HOW IT WORKS

 

I work remotely with most of my clients, exchanging information and documents via a secure portal as well as by email and scheduled phone appointments.

 

I am not currently conducting office appointments.

 

As an established client, you can mail me the information to prepare your returns, and have your completed returns mailed to you.

When you're ready, reach out to us.