My Services
Comprehensive tax and financial services tailored to meet your individual and business needs.
Individual Tax Preparation
Professional preparation of personal tax returns for individuals and families. I ensure you claim every deduction and credit you're entitled to.
- Federal and State Returns
- E-filing for Faster Refunds
- Itemized Deductions Analysis
- Tax Credit Optimization
- Prior Year Returns
Business Tax Services
Comprehensive tax services for small businesses, partnerships, and corporations. I help you stay compliant while minimizing your tax burden.
- Business Return Preparation
- Quarterly Estimated Taxes
- Payroll Tax Compliance
- Business Expense Tracking
- Entity Selection Guidance
Tax Planning & Strategy
Year-round tax planning to help you make informed financial decisions and minimize future tax liabilities.
- Year-Round Tax Consultation
- Retirement Planning Support
- Investment Tax Strategy
- Life Event Tax Planning
- Tax Projection Services
IRS Representation
Expert representation if you're facing an IRS audit or need help resolving tax issues. I'll advocate on your behalf.
- Audit Representation
- IRS Notice Response
- Payment Plan Negotiation
- Penalty Abatement Requests
- Tax Problem Resolution
Bookkeeping Services
Keep your financial records organized and accurate with my professional bookkeeping services.
- Monthly Bookkeeping
- Financial Statement Preparation
- Bank Reconciliation
- Accounts Payable/Receivable
- Year-End Preparation
Tax Consulting
Get expert advice on complex tax situations. I provide guidance for major life events and financial decisions.
- Home Purchase/Sale Guidance
- Stock Options Consulting
- Business Start-up Advice
- Inheritance Tax Planning
- Multi-State Tax Issues
Ready to Get Started?
Contact me today to discuss your tax needs and schedule an appointment.