Services
We are now accepting new clients for the 2024 tax season (preparing 2023 returns).
New clients will be accepted on an extension-only basis: for your first year with us, we will file an extension for you and prepare and file your returns during the extended filing period between April and October. Please call the office if you have any questions about this policy or any aspect of our process.
We are also accepting new clients for financial planning services.
Please review the information about our financial planning process, packages and pricing on our website (follow links below). If you think that we would be a good fit for your financial planning needs, please call our office to schedule an introductory consultation meeting.
Carrie provides tax preparation and financial planning to growing families, individuals and businesses. She can also represent you before the IRS for tax problems; and for families experiencing a divorce, Carrie can provide financial analysis and expertise.