Hi, I'm Lucy!

As a CPA with over 15 years of experience with income taxes and accounting, I offer my expertise to individuals and businesses with questions about their personal circumstances. I want to be your go-to person, available to answer questions and ease your mind when you're faced with a decision that affects your financial security.

  • Active CPA license since 2007 (Minnesota Board of Accountancy)

  • Member of the American Institute of Certified Public Accountants

Tell me more...

It's all the expertise of a Certified Public Accountant without the carpeting, receptionist, or wallpaper. I work from wherever I happen to be using a VPN and secure, cloud-based software. Your information is always stored safely and securely.

What's a virtual CPA?
Why should I work with you instead of the guy around the corner?

I love local CPAs! I used to be one! They offer valuable guidance and assistance. However, I also know that they charge by the hour, and when the invoice comes, it's just one big number. Although my "office" is a website, I offer personalized service with no pricing surprises.

How much do your services cost?
Who do you work with?

I offer upfront pricing: the price I quote is the price you pay. No mystery invoices or worrying "what's the damage going to be this time?" I'll give you a guaranteed fee quote before we start.

My accounting and tax experience is laser focused on U.S. taxpayers. This includes any poor soul who has received the dreaded IRS notice!