Welcome

Welcome to my website!

This website exists primarily as way in which you and I can communicate effectively.

For a Questionnaire based on last year’s tax return (if prepared by me) request one by emailing me at:

beattytax001@aol.com

I will attach a questionnaire to your email in a pdf file with Social Security numbers masked.

Telephone messages, text messages, e-mails, and snail-mail are all valuable ways of communicating.  Unfortunately, when I receive combinations of the above it is difficult for me to organize the information and to be certain nothing has been omitted.

Therefore, please attempt to have your communications directed to me using the email below.

beattytax001@aol.com 

Use the link below for sending me encrypted files. (If you have not been “invited” to the secure website, use the e-mail above to request an “invitation”. Please put “Secure Site Invitation” in the subject line.)

Secure Client Portal