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!

I'm also a proud member of Stripe Climate

Stripe Climate is a voluntary program where business owners like me donate a portion of all revenue processed through Stripe. All funds are used to purchase permanent carbon removal from promising early-stage technologies that are working to deliver over the next few years. Our commitment helps them get out of the lab and into the field.

What is Stripe Climate?
What impact does Stripe Climate make?

Learn more here!