Getting started is easy:
• Schedule a call with me at https://calendly.com/trtbllc
• Create your secure client portal at https://trtaxesaz.taxdome.com

Yes! I work with clients nationwide and can handle everything securely online.

Once your portal is set up in TaxDome, you’ll receive a personalized organizer through the app. It walks you through everything we need—personal details, tax documents, and anything specific to your situation.

Your data is handled through TaxDome, a leading platform built specifically for tax professionals. It provides multiple layers of protection so you can feel confident your information is safe.

During tax season, most returns are completed in about 2 weeks once all documents are submitted. If anything is missing, it may take longer. Outside of tax season, the average turnaround time is about a week.

Yes, I can review and amend prior returns if needed.

Absolutely—I’m here for you all year long, not just during filing season.

For tax returns, payment is due when your return is filed. For bookkeeping and CFO services, billing is monthly. I’ll always outline costs clearly before we begin so there are no surprises.

I recommend booking early in the season to make sure your return is filed on time. If you need an extension, I can file that for you and complete your return once your documents are ready.

I respond to most calls and emails within one business day. During peak tax season, response times may be a little longer, but your questions will always be answered.

With over 30 years of experience, I bring both corporate and small business expertise. I believe in building long-term relationships, not just filing one-time returns.

Of course! I’ll walk you through setting up your portal so it feels simple and stress-free. And if you prefer, I also offer in-person tax prep, as well as drop-off and pick-up options for local clients who want a more personal touch.

You can call, email, or book directly online at https://calendly.com/trtbllc.