January 22, 2019

Welcome to my website!

To set an appointment, scroll to the bottom of this page.

As we enter 2019, we prepare to finish out 2018 by filing our federal and state tax returns. The massive federal tax overhaul in late 2017 will affect your 2018  and future federal tax returns. The Tax Cuts and Jobs Act of 2017 was the most broad federal tax law change since 1986. The intention of the law was to reduce taxes, grow the economy and simplify the federal tax system. The results of that intention will not be fully realized or proven until all of the statutes and regulations are written and court case decisions start complicating the current simplified instructions. For now, we go forward with what we know. One thing we do know is, refunds will still be issued by the IRS even if the government is shut down. The other fact is tax e-filing starts on January 29th.

For my Minnesota clients, you will probably continue to itemize your deductions for your state tax return. The Minnesota Legislature passed a companion bill that would have followed the federal tax form changes. However, Governor Dayton vetoed that bill so we have a tax return that follows the old forms which requires additional tax computations.

I have attempted to make my website as user friendly as possible. Clicking on the links provided on the bottom of this home page or links to the left should bring you to the proper information. 

If I have your correct email address from last year's tax return, you should have received a link that will take you to your personalized worksheets. If you did not receive that email or you did not set your password within the 48 hours, please contact me and we will work it out.

If you prefer not to link into the secure website, you can use the worksheets link on the bottom of this home page. You will also want to click the "Newsletter" link to read about my changes in procedures this year.

I look forward to working with you soon.

1. Schedule your own appointment.   

 In-Person Office Appointment   Mail, Fax or Electronically shared through website

2. Share your private files and information with me in your.  SecureFile     

3. Worksheet & Signature Pages to complete.     


4. Complete & file your own taxes for $44.90 - $69.90 including one state. Each additional state adds $19.95 - $29.95. The price goes up $5 beginning March 1st.