▸ Correspondence
Get in touch
Email or text, whichever you prefer. Tell me a little about your situation — what kind of return, anything unusual going on — and I'll reply with next steps and a clear sense of cost. The initial conversation is free — no obligation.
Ways to reach me
Phone
Call or text — and feel free to just shoot me a quick text with a question. It's often the fastest way to reach me.
Office
92 Montvale Ave, Suite 3150
Stoneham, MA 02180
In person by appointment; clients anywhere via secure document exchange and video call.
Or send a message here
No attachments needed at this stage — documents come later, through a secure channel.
A note on your documents
Please don't attach tax documents to an initial email. Once we're working together, I'll set you up with a secure way to share them — protecting client information properly is something I take seriously, and it's built into how this practice runs.