Tax Preparation

Comprehensive tax preparation services for individuals and businesses of all sizes.

· Individuals
· Small Businesses, LLC, Partnerships, S Corporations
· Fiduciary returns for Trusts and Estates

Tax Planning & Year-Round Support

Strategic tax planning to help you make informed financial decisions throughout the year.

· Proactive tax strategies
· Work alongside your Financial Advisor
· W4 Assistance 

Bookkeeping & QuickBooks Online

Keep your finances organized, accurate, and stress-free with expert bookkeeping and QBO support.

· Monthly bookkeeping and reconciliations
· QuickBooks Online setup and cleanup
· Payroll and sales tax support

IRS and State Representation

As a licensed Enrolled Agent (EA), I'm authorized to represent taxpayers in all matters before the IRS.

· IRS Audits & Notices
· Back Taxes & Unfiled Returns
· Tax Debt Relief & Payment Plans