More Ways to Serve You!
I serve clients all over the greater Dayton area and throughout southwestern Ohio, Indiana, Kentucky and beyond! Like many others, I have embraced remote work. In doing so, I can serve clients from all over while keeping costs low. Services can be delivered in-person, remotely, or a hybrid of the two.
In Person
I currently maintain an office space in Lewisburg, OH. Meetings are by appointment only, or during walk-in hours throughout tax season (roughly mid-January to April 15).
​
121 N Commerce St.
Lewisburg, OH 45338
​
If that is not convenient for you, I am flexible and willing to meet you where you're at. Over the years, I have met clients at coffee shops or at restaurants for lunch. I have met small business owners at their place of business, or I have even traveled to clients' homes to drop off/pickup documents.
​
Remote
Utilizing the latest technologies, most of my services can be performed remotely. For example, the entire tax filing process can be done without ever having to meet face to face. This is a great option for anyone with a busy schedule or for those that live outside of the northwest Dayton area.
The process typically begins with a phone call or virtual meeting (e.g., Zoom) to discuss your personal tax needs. With my secure client portal, you can upload digital copies of your pertinent tax documents directly to me. I will work on your tax return and follow up with any questions I might have. Once complete, you will have a chance to review a draft copy of your return and ask any questions. Once you approve, you can sign electronically and I will complete the filing.
