Dagmar Christine Krieger, EA
Enrolled Agent, Tax Advisor, Certified Life Coach
ABOUT MY WORK
Taxes … and more
Tax Preparation & Planning, Financial Coaching
No matter where you live, we will work with you. Meet us in person, by phone or online. We offer a convenient online portal, DocuSign, and online payment.
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Tax Preparation
20 years of preparing my clients’ taxes taught me that tax preparation is often more than a digital or paper process, but rather an ongoing conversation. I welcome working with individuals and businesses alike, as well as with international clients including expatriates, resident aliens, or holders of an F, J, H1B or other visa.
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Life & Tax Planning
Life transitions often affect your finances. I pride myself on being a good listener. I call this skill “Tax-listening”, the art of listening between the lines and hearing your real concerns. My clients find that often I answer the questions they didn’t even know to ask!
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Financial Coaching
We all have a unique relationship to money. In a coaching session we will explore your attitude towards money, budgeting, saving, spending, and wealth. At times those can create anxiety or barriers that might interfere with reaching your financial goals. Coaching will support you in identifying and overcoming those obstacles.
Why choose me?
You can rely on my comprehensive tax preparation experience
Customized Tax Preparation
Customized tax preparation provides you with greater ease and insight about your taxes and finances. Sound personalized tax advice & planning will pay dividends for years to come.
Enrolled Agent
An “Enrolled Agent” is “admitted to practice before the IRS.” It is the highest credential the IRS has to offer. Next to CPAs and attorneys, an EA possesses unlimited representation rights. Thus, I am authorized to talk or correspond with the IRS on your behalf and to represent you in an audit or appeal.
Continuity
I value continuity and long-term professional relationships. I know my clients, their situations, and enjoy seeing their children grow and their businesses evolve. I keep their best interest in mind.
FINANCIAL COACHING
Ready to look at your finances from a different angle?
Whether you are preparing for your children’s college expenses or retirement, whether you are navigating the consequences of a career change or a pending divorce: coaching will widen your horizon beyond the immediate challenge. It will empower you to take control of your finances.
We care about your privacy: We will never disclose any personal information to another party except as required to the IRS and state tax agencies or required by law. We provide a high level of data security for paper documents and online storage.