Tax with a personal touch.
Delivering more than the standard approach to tax for over 10 years.
Tax with a personal touch.
Delivering more than the standard approach to tax for over 10 years.
Services
When you work with me, you can expect efficient, streamlined processes, clear and thoughtful explanations, and the high-quality of service you deserve. I take pride in serving individuals who are nearing or in retirement and want to preserve the wealth they've worked hard to build. My approach is tailored to meet the needs of those seeking reliable guidance and lasting financial security.
Tax Prep + Advisory
Year round guidance as you need it. In addition to your annual returns, you get quarterly estimates, a year-end strategy meeting, and personalized tax planning.
Tax Prep Only
Remain compliant and stress-free. I'll handle the details and provide a smooth, efficient process that maximizes results and minimizes worry.
Services
When you work with me, you can expect efficient, streamlined processes, clear and thoughtful explanations, and the high-quality of service you deserve. I take pride in serving individuals who are nearing or in retirement and want to preserve the wealth they've worked hard to build. My approach is tailored to meet the needs of those seeking reliable guidance and lasting financial security.
Tax Prep + Advisory
Year round guidance as you need it. In addition to your annual returns, you get quarterly estimates, a year-end strategy meeting, and personalized tax planning.
Tax Prep Only
Remain compliant and stress-free. I'll handle the details and provide a smooth, efficient process that maximizes results and minimizes worry.
Meet Tara
Tara is a Certified Public Accountant with over 10 years of experience working with individuals and small businesses. She received her undergraduate degree from Cornell University and both her MS in Accounting and MBA from Northeastern University. She spent several years in “Big 4” public accounting and has a wide range of experience that spans state and local, expatriate, and mid to high-net-worth taxation.
Passionate about wealth equality, Tara has partnered with several non-profits in the DMV to teach wealth literacy and financial management skills to both children and adults. She uses her love for teaching to explain complex tax topics to her clients in an easy-to-digest way.
When not working or volunteering, Tara can be found salsa dancing or hosting a game night. She lives in Silver Spring, MD and has a wonderful life.
Clients
Many of my clients share some common characteristics. Click below to see where you might fit!
My seasoned and settled clients:
- Are in the asset preservation stage.
- Recognize the value a CPA provides.
- Have meaningful income from capital gains, dividends, and interest.
- Desire an “a la carte” approach to tax planning.
Constantly Evolving clients:
- Have income that fluctuates year-to-year.
- Have income from various sources such as rentals, K-1s, W-2s, self-employment, capital gains, etc.
- Need quarterly estimates and tax projections.
- Desire an all-inclusive approach to working with their CPA.
Clients
Many of my clients share some common characteristics. Click below to see where you might fit!
My seasoned and settled clients:
- Are in the asset preservation stage.
- Recognize the value a CPA provides.
- Have meaningful income from capital gains, dividends, and interest.
- Desire an “a la carte” approach to tax planning.
Constantly Evolving clients:
- Have income that fluctuates year-to-year.
- Have income from various sources such as rentals, K-1s, W-2s, self-employment, capital gains, etc.
- Need quarterly estimates and tax projections.
- Desire an all-inclusive approach to working with their CPA.