Tax with a personal touch.
Delivering more than the standard approach to tax and accounting advisory for over 10 years.
Tax with a personal touch.
Delivering more than the standard approach to tax and accounting advisory for over 10 years.
Meet Tara
Tara is a Certified Public Accountant (CPA) licensed in Washington, DC and Maryland 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 practicing calisthenics, teaching salsa classes, or hosting a game night. She lives in Silver Spring, MD and has a wonderful life.
What I Offer
If you're looking for a CPA that will talk to you like a human being while offering precision and quality, you're in the right place. I specialize in helping individuals and businesses navigate unique tax situations with ease to achieve peace of mind.
Tax Preparation
Tax return preparation is available to individuals and businesses filing a Schedule C or Form 1120-S. Each return comes with a summary of key highlights to take the mystery out of your tax forms.
Bookkeeping
For those who want the security of knowing that a CPA is monitoring their financials, I offer monthly bookkeeping and clean up to service-based businesses that use QuickBooks Online.
Advisory
Advisory services include accounting advisory, tax planning, IRS notice resolution, accountable plan setup, or any project where you need the guidance of a competent professional.
Who I Serve
To get an idea of who I work with, click each name below for a sample client profile and pricing. For a quote based on your specific needs, please click the contact button.
Paula is a DC resident. She has multiple forms of retirement and investment income, as well as a rental property in DC. She keeps good records, has been renting to the same tenant for the past 7 years, and has made no improvements to the property.
She needs 1 state tax return and Schedules B, D, and E for her investments and rental property.
Paula’s tax return fee is $1,125.
Seymour is married and lives in Maryland. He and his wife both work full-time W-2 jobs. Seymour also owns a graphic design business as a sole proprietor where he uses a bookkeeper. He expects his business income to increase 30% in the next tax year and would like tax advisory in addition to tax preparation.
Seymour needs 1 state return, a Schedule C to report his business income, year-round tax support including quarterly estimates, and a year-end tax strategy meeting.
Seymour’s total fee for tax advisory and prep is $2,500.
Wendell lives in Maryland and owns a luxury wedding photography business. His business has made an S-Corp election and he receives a salary as an employee of the business and a K-1 as the owner. He routinely shoots weddings in MD, VA, and PA. He needs monthly bookkeeping, quarterly estimates, and tax prep for both his business and personal returns. He will need 3 state tax returns to allocate his business income.
Wendell’s monthly bookkeeping fee is $725 per month which includes quarterly meetings. Because he is a bookkeeping client, both his business and personal returns are discounted 20%. His business return prep fee is $1,840 and his personal return prep fee is $1,000.
Who I Serve
To get an idea of who I work with, click each name below for a sample client profile and pricing. For a quote based on your specific needs, please click the contact button.
Paula is a DC resident. She has multiple forms of retirement and investment income, as well as a rental property in DC. She keeps good records, has been renting to the same tenant for the past 7 years, and has made no improvements to the property.
She needs 1 state tax return and Schedules B, D, and E for her investments and rental property.
Paula’s tax return fee is $1,125.
Seymour is married and lives in Maryland. He and his wife both work full-time W-2 jobs. Seymour also owns a graphic design business as a sole proprietor where he uses a bookkeeper. He expects his business income to increase 30% in the next tax year and would like tax advisory in addition to tax preparation.
Seymour needs 1 state return, a Schedule C to report his business income, year-round tax support including quarterly estimates, and a year-end tax strategy meeting.
Seymour’s total fee for tax advisory and prep is $2,500.
Wendell lives in Maryland and owns a luxury wedding photography business. His business has made an S-Corp election and he receives a salary as an employee of the business and a K-1 as the owner. He routinely shoots weddings in MD, VA, and PA. He needs monthly bookkeeping, quarterly estimates, and tax prep for both his business and personal returns. He will need 3 state tax returns to allocate his business income.
Wendell’s monthly bookkeeping fee is $725 per month which includes quarterly meetings. Because he is a bookkeeping client, both his business and personal returns are discounted 20%. His business return prep fee is $1,840 and his personal return prep fee is $1,000.