Why Virtual Is the Way to Go

While I truly value meeting with clients face-to-face and will continue to offer in-person appointments when possible, the way we do business has evolved. Thanks to current technology, I can now serve clients across the country—no matter where you’re located—through virtual platforms, phone, fax, and email.

Whether you're in a rural town or a busy metropolitan area, working virtually offers you access to a wider range of services, more flexibility, and often better value. Many of my clients have found this approach to be more convenient, cost-effective, and just as personal and responsive as traditional methods.

Security is at the heart of how I work virtually. To ensure your sensitive information stays protected, I use Canopy Tax—a leading cloud-based document management system designed specifically for tax professionals. Canopy uses advanced encryption to securely transfer and store your documents, making it both safe and user-friendly.

Virtual service allows you to get expert support on your schedule, with the security and professionalism you deserve—no matter where you are.