Here’s exactly how we’ll work together

No — while travelers are my specialty, and multi-state income, tax-free stipends, and tax home rules are a big part of the work I do, I also work with entrepreneurs, real estate investors, and individuals who want their taxes handled carefully and correctly. If you're not sure whether you fit, book a consultation and we'll talk it through.

I offer tax preparation and filing, along with tax planning, as two separate services — plus support with tax home guidance, small business and entity returns and amended returns for prior years. Most clients start with tax preparation through the secure portal. If you're not sure what you need, you can see the full breakdown on my Services page or book a consultation and we'll figure it out together.

You’ll get access to my secure client portal, where you’ll upload your documents and complete a guided questionnaire. That may include W-2s, state information, stipend details, and anything else needed for your return. From there, I prepare and file your return with the appropriate state filings and credits included.

I’m based in Denver and work with travelers across the country, so the process is designed to be handled securely online no matter where you’re currently assigned.

It depends on the complexity of your return and how quickly documents come in, but most returns move through the portal in 3-5 business days once everything's uploaded. I'll keep you updated through the portal at each stage.

No. Most clients sign up directly through the secure portal and I guide you from there. A consultation is only for people who have questions before they're ready to start.

Pricing depends on the complexity of your tax situation, including the number of states involved, your travel history, business activity, and the level of support you need.

You can review general pricing on my Pricing page. For an exact quote, start secure registration through TaxDome and upload the requested information — I'll review your details and provide an individualized quote before moving forward.

A consultation isn't required to receive a quote, and uploading your information doesn't mean you're committing to services.

Yes. Multi-state filing is core to what I do. If you earned income in multiple states, your return needs to be prepared carefully so the state filings, credits, and residency rules are handled correctly. I’ll take care of the details so the pieces line up.

I prepare federal and state returns for all 50 states, which is especially useful if you've worked assignments in multiple states in a single year.

Yes. I can review what's outstanding and help you get caught up, filing prior years as needed alongside your current return.

Yes. A lot of travelers come to me unsure whether earlier returns were handled correctly, especially around stipends, state filings, and tax home rules. I can review what’s been filed, explain what I’m seeing, and let you know if anything may need to be corrected.

You won’t be left to figure it out alone. My support doesn’t end the moment your return is filed. If a notice shows up later, I can help you understand what it means and what needs to happen next.