I love to help people! Folks think I'm weird because I love to read about tax and situations.
If I'm not sure of something, I research to be 100% correct
Expertise
Schedule K-1
Self-Employment Income
S Corporation (Business Tax Expertise)
Employee Stock Purchase Plan
Business Tax Returns
Farm Income
Retirement Income
Multi-State Taxes
Rental Property Income
Experience
Verified Pro with 25 years of experience
Meet online
Wake Forest, NC
How we’ll work together
Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
Upload your documents
I’ll help you understand what documents you need to upload.
Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Nice to meet you 👋
I began my Income Tax Self-Employment career while working for the IRS in Raleigh, NC. They moved so I worked in the insurance and securities industry while still preparing 50-100 returns each year. After a career in Insurance I switched to my own self-employment business with over 250 clients and was an employee with Intuit TurboTax (seasonal Sr. Tax Expert for 4 years and then a Seasonal Manager for 4 years).
Now I am running my own Tax Business with 4 employees and assisting TurboTax customers as an Intuit Turbo Tax Verified Pro.
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See