Services Offered:

• Tax Preparation (specializing in Employee Stock Options, Side-Businesses, Rental Income, and more)

• Tax Planning (tax projections, tax-advantaged accounts, 529s, emergency funds, etc.)

What sets me apart:

• Flexible appointment formats: Online Correspondence, USPS Correspondence, Quick Drop-Off Appointment, or Full Appointment

• Pickup/drop-off service available in Waltham, Watertown, Belmont and Newton (Massachusetts)

• Security: Client Portal technology that uses 16 layers of encryption to safely transfer your sensitive documents

• Accuracy Guarantee: free amendment for any tax reporting errors that are my fault