Your Tax Solution

There are two constants in life: death and taxes. I can't help you with the former, but I can the latter!

Taxes can be confusing. How do you know you're doing it right? Are you taking advantage of all write-offs you might be eligible for?

Look, I'll tell you if your situation is simple enough for you to do on your own. I'm here to help those with not-simple tax filings. These intricacies could include running your own business, an investment property, or restricted stock units (RSU's.) I'll make sure you're getting every perk you might not otherwise know about, resulting in the most minimal tax bill you qualify for.

Since 2011 I've been filing taxes. making your tax dreams come true!

Services

Tax Preparation

Federal and State Tax Preparation (for all states)
Personal 1040, including sole proprietor, Schedule C and rental properties, Schedule E
Form 1041 Trust and Estate Returns
990 Non-Profit Returns
Form 709 Gift Tax Returns
Prior-year tax returns

please note: we do not prepare taxes for publicly held entities. We do not perform any bookkeeping services.

Consulting

Starting a new business
Federal Taxes
Business structure
Record keeping
Tax estimates
Retirement contributions
Federal tax and employment audits
Offers In Compromise (OIC)
IRS negotiations

New Clients

To get started please start by reaching out.

New clients can use this generic Tax Organizer. To protect your information, do not email your forms. We will provide a SharePoint link for secure uploads.

Our tax preparation fees are charged on a “Per Form” basis, which means the more complicated your tax return the more it will cost. Because of this, our fees can vary significantly from one year to the next as your tax situation changes. Payment for your tax return is due prior to our filing it with the IRS. Consulting is $80 an hour billed in 15-minute increments.

Returning Clients

- - - Upload files to SharePoint. To protect your information, do not email your forms.
    - If you are a current client please call or email us and we will provide you with a Client Tax Organizer based on your previous year.
    - Deadline for April filings: March 1st
    - Deadline for October filings: Sept 1st
    - Payment for your tax return is due prior to our filing it with the IRS. Contact us for a payment link.

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