Tax solutions for individuals and small businesses.
Choose the level of help you need — from straightforward tax preparation to planning and IRS representation.
Individual Tax Preparation
Accurate federal and state return preparation with clear explanations and e-filing.
Remote • Mobile • In-PersonSmall Business Tax Preparation
Tax preparation for sole proprietors, single-member LLCs and qualified joint ventures.
Schedule C & self-employment supportIRS Notices & Representation
Help understanding IRS letters, responding to notices and representing you when authorized.
Audits • Collections • AppealsPrior-Year & Unfiled Tax Returns
Fallen behind on filing? I can prepare and file prior-year tax returns whether you may owe taxes or may be entitled to a refund. I’ll help you get caught up, identify available deductions and credits, and understand the best next steps.
Refund claims may be subject to statutory filing deadlines.Remote Tax Preparation
Securely send documents electronically and complete your return without an office visit.
Convenient and flexibleSecure Document Upload Portal
Upload tax documents through a secure client portal instead of sending sensitive files through ordinary email.
Convenient • Private • Available onlineMobile Tax Preparation
For qualifying appointments, tax preparation can come to your home, office or other agreed location.
Designed around your scheduleTax Planning & Strategy
Year-round planning to help you make better tax decisions before filing season arrives.
Individuals & small businessesClear pricing before the work begins.
Fees vary based on the complexity of the return. You’ll receive a quote before work begins so you can make an informed decision with no awkward surprises.
Start with a free initial consultation.
We'll talk at a high level about your situation, what kind of help you may need, and whether working together makes sense — without any obligation to move forward.