First Step Doc Prep and Taxes

04/17/2026

We crushed every goal for this peak season and exceeded goals I hadn't even set. The growth this peak season was more than I could have even imagined and even found myself nervous I wouldn't be able to keep up. Taryn did amazing and her ability to start multi-tasking was great to watch. There were days I was overwhelmed but pushed through. Thank you to everyone for the references, the social media posts, the returning (year after year) clients and that law firm who has made me the go-to tax professional. My business is blooming and I cant wait to see my hard work continue to pay off. This isn't easy but I wouldn't have it any other way. I was built for this!!!

02/01/2026

01/24/2026

BRING IN YOUR LAST PAY STUB!!!

01/21/2026

A special thank you to Taryn Thomas for sending out more postcards today. We have roughly 150 postcards remaining to be stamped and mailed, but expect everyone to receive their postcard by this weekend. The official start of tax season is the 26th. We are looking forward to seeing all of you!

01/17/2026

Let's give a huge shout out to my daughter Taryn Thomas for getting the post cards in the mail while I am in Colorado!

01/16/2026

Tomorrow, postcards will be sent out. This tax season is expected to be outstanding.

01/16/2026

Visit https://www.bbb.org/pacific-southwest/review/1000153899/ and consider sharing your own review.

01/16/2026

I am deeply grateful for the reviews my clients take the time to leave. I value each and every one of you. I look forward to seeing everyone and catching up.

11/11/2025

As we approach the end of 2025, please note that "free file" options utilized by taxpayers will not be available in the upcoming tax season. As always, I am still accepting new clients.