Tax Services
Individual Tax Returns
Federal and state returns for individuals and families, including self-employment income, rental property, investments, and K-1s.
Business & Nonprofit Returns
Returns for sole proprietors, S corporations, partnerships, and nonprofits, including all Form 990s. Bookkeeping clients can add their business return and spread the fee over 12 months.
IRS Help
Got a letter from the IRS? I can help you understand it, respond, and work with the IRS on your behalf, including payment plans, amended returns, and catching up on unfiled years.
Tax Planning,
Not Just Tax Filing
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Year-round answers to your tax questions
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Tax projections, so April isn’t a surprise
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Help figuring and scheduling estimated tax payments
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Home office deduction guidance
How It Works
1. Free consultation
We talk about your tax situation, what you need this year, and how I can help.
3. Secure document upload
You share your documents through a secure client portal. No emailing tax forms.
2. Engagement letter
You get the scope and fee in writing before any work begins.
4. Review & filing
I prepare your return, walk you through it, and e-file once you approve it.
