Not currently accepting new clients.

This season, I am only offering remote and home appointments.

To schedule a home appointment, please email to schedule an appointment.


Remote appointments require access to technology to submit and receive tax documents digitally. A phone or tablet with camera is fine.

In-person appointments at your home are available.

Home, evening, and weekend appointments can be scheduled by inquiring at

All appointments are subject to availability. 

What to bring:

  • Photo ID
  • SSN/ITIN verification document
  • Completed Tax Organizer
  • Prior year tax return, required for ongoing businesses, helpful for other returns
  • Dependent residency verification, needed for returns claiming dependent credits (school registration record, medical record with address, etc…)
  • Power of Attorney, if applicable
  • IRS Identity Protection PIN, if applicable
  • Forms reporting income (W-2, 1099-R, 1099-NEC, etc…)
  • Information and documentation of income not on a tax form (tip records, receipts, invoices, etc…)
  • Information and documentation of expenses (Charitable contributions, tax payments, receipts, invoices, etc…)
  • Certificate of Rent Paid (CRP) or Statement of Property Taxes Payable for MN property tax refund
  • Health care coverage info if purchased through a state marketplace (MNsure)
  • Letters from the IRS or MN Revenue, if applicable
  • Any other document or information you have a question about
  • Self-Employment Organizer (if applicable)
  • Itemization Organizer (if applicable)


Upper Section of IRS Form 1040


This year, I am trying something a little different.

  • Individual tax returns will be a pay what you can model. I will not charge individuals for the cost to prepare a Form 1040, its supporting schedules, or state returns. If you would like to support my efforts, you can contribute here.
    • If you schedule a home appointment, the recommended payment is at least $150. This is just a recommendation.
  • Entity returns will be charged based on my hourly rate, $300/hour, billed in tenth of an hour increments. An invoice will be sent which must be paid before a tax return is filed.

Many paid tax preparers charge based on the forms included with the tax return or by flat fee. For tax returns I charge for, I charge based on the time it takes to complete a tax return.


I guarantee that I will prepare an accurate return based on the information provided. If I have made some mistake, I will amend the return for free and pay any penalties or interest that has accrued as a result of my mistake. Clients are responsible to pay all taxes they legally owe. Clients must also provide complete and accurate information; failure by clients to provide complete and accurate information waives my responsibility to pay any penalties or interest.