Frequently Asked Questions

What is an Enrolled Agent?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards.

Are you accepting new clients?

Yes! I'm currently accepting new clients so please feel free to use the contact form to get things started. Consultations and quotes are always free!

What do you charge?

I aim to offer competitive rates and very quick response times. I typically will always share an estimate before beginning work, so we'll be on the same page.

Can we meet in person?

Absolutely! I currently work out of my house in downtown Natick, but I'm flexible and can be available to come to you, meet you in my home, meet you in a central location, or connect via Zoom

When do you need my tax documents?

I try to hold a March 31 deadline, only to allow myself sufficient time to prepare, review and discuss the return with you if necessary.

Can I check the status of my refund?

Yes, IRS and most states have the ability to check on the status of your refund. If your return has been filed and accepted, you can check here: IRS | MA

How do you think the Bruins are going to do this year?

Not great...