Serving the Charlottesville area...

  • ...with a SMILE!
  • ...and beyond!

Located in Ivy, on the western side of Charlottesville, Virginia, I prepare individual and small business tax returns in the Charlottesville and Crozet areas.

As an Enrolled Agent (what is an Enrolled Agent?) and a small firm, I can deliver the attention you need for your individual situation. I specialize in clients who need a little more than just a tax return completed -- they need kind words, reassuring guidance, and the security of knowing they have enlisted knowledgeable help.

Like a primary care physician, tax professionals are most effective when they can provide regular checkups to their clients. Change of job? Preparing to pay college tuition? Nearing retirement? Life changes often have tax consequences that can be managed by simple tax planning.

I have experience in the following:

  • Individual Tax Returns (1040, 1040A, 1040EZ)
  • Residential Rental Income (Schedule E)
  • Small Business Tax Returns (Schedule C, 1120)
  • Payroll services for small businesses
  • Employment tax compliance for small businesses
  • W-2 and 1099 processing
  • Non-profit tax returns with Gross Revenues under $150,000