Convenient Tax Solutions
At Convenient Tax Solutions, we believe managing your taxes shouldn’t add stress to your already busy life. That’s why we’ve built our company around the needs of working professionals who value their time. Specializing in individual tax preparation and planning, we deliver seamless, fully virtual service designed to make your tax experience effortless.
We’re here to make things as convenient as possible—it’s in the name, after all. Our secure online portal allows you to submit documents and information when it works for you, without the hassle of in-person visits or rearranging your schedule. And for those times when a meeting is necessary, we offer evening and weekend availability to suit your needs.
At Convenient Tax Solutions, we treat your taxes with the same care and precision you bring to your profession. From ensuring accurate filings to proactive tax planning, we handle the details so you don’t have to. With us by your side, you’ll enjoy a simple, streamlined, and stress-free tax season.
Because, at the end of the day, you’ve got better things to do than your taxes.
Why You?
Convenient Tax Solutions stands out by delivering fully virtual, client-centered tax preparation and planning services designed for working professionals. We prioritize your time with secure, easy-to-use tools and flexible evening and weekend availability. Our focus is on making taxes as seamless and stress-free as possible
Ideal Client
Ideal fits for working with me would be a white coat investor working as an employee or 1099 physician with no employees. They likely have significant investments or rental properties with tax reporting requirements, and want a tax partner who will treat their tax situation with the same care and attention they give their patients.
Services Offered
I offer individual tax preparation and planning services. This includes analysis of traditional vs Roth retirement accounts, quarterly estimates, and year over year projections.
Experience and Designations
I am an Annual Filing Season Program participant and am licensed in Maryland. I can work with clients in all 50 states. I have 6 years experience in individual tax planning and preparation, and to me individual tax is the focus rather than ancillary.
Fee Structure
I charge a fixed fee for engagements depending on services desired and complexity. My minimum fee is $375. The average client fee is between $600 and $800, and is based on each client's unique tax situation.