Erin Mccloskey

McCloskey Tax Prep is a boutique tax preparation practice led by Erin Mccloskey, whose listed credentials include EA, CFP® and MBA. The practice focuses on individual tax clients and offers federal and all 50 states tax preparation and e-filing.

Clients can work through a paper-free process using Intuit Pro-Connect for e-signing agreements and uploading tax documents.

McCloskey Tax Prep is a boutique tax preparation practice led by Erin Mccloskey, whose listed credentials include EA, CFP® and MBA. The practice focuses on individual tax clients and offers federal and all 50 states tax preparation and e-filing.

Clients can work through a paper-free process using Intuit Pro-Connect for e-signing agreements and uploading tax documents. The service includes document collection, preparation of federal and state returns, review of the return before signing, and online payment support.

The practice offers virtual and in-person meetings from its San Mateo, California location. The source material also notes planning-oriented discussion around qualified retirement savings and self-employment income when relevant to the tax preparation process.