Scheduling & Getting Started

01/05/2025 Update: In-Person Tax Preparation appointment can now be made online, please click below to book a session! 

NEW CLIENTS: Please schedule a free 15 minute session virtually to get started with me for any remote tax preparation or schedule an in-person appointment and we can go from there. An Income Tax Engagement & Office Policy form must be signed before any tax preparation.

*Due to the volume of tax preparation, a retainer deposit of $50 may be required. An invoice will be issued to you for payment. This retainer deposit will be applied to any balance due after tax completion.

Remote Tax Preparation (NO NEED TO SCHEDULE):

Drop-offs:

Established/local new clients: You can now drop off any of your tax documents during office hours (except any holidays) as follows:

Office address:

Regus-Amberglen

1915 NE Stucki Ave Suite 400

Hillsboro, OR 97006

Office Hours: Monday through Friday anytime from 9AM-5PM. A front receptionist will accept your package and place it in my office. If you decide to drop off, please call or text me at 503-897-0063 in advance. I'll prepare your taxes remotely and will be in touch with you if I need any additional information. Turn around time to complete your taxes should be within 5 business days or sooner depending on how quickly questions are answered and how quickly all required documents are submitted. 

Secured Portal:

Established/new clients: Reach out to me via email so I can provide you a secured portal access to exchange sensitive documents and messages.