Tax Preparation & Planning for Individuals & Businesses
Accurate filings. Clear guidance. Peace of mind at tax time.
Tax season doesn’t have to feel overwhelming. I provide both preparation and planning services designed to minimize surprises, maximize compliance, and help you make confident financial decisions. Whether you’re filing as an individual or running a small business, I’ll guide you through the process.
Individuals (Form 1040)
Annual federal and state income tax returns
Help with deductions, credits, and planning for next year
Guidance for unique situations (investments, self-employment, rental property, etc.)
Small Businesses (Form 1065 & 1120S)
Assistance with owner compensation, distributions, and expenses
Compliance support with a focus on maximizing tax efficiency
FAQs
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Absolutely. I can assist with catching up on prior-year returns and guide you on the best approach to get back into compliance.
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Fees depend on the complexity of the return, but I’ll always provide a clear estimate up front so there are no surprises.
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No, I’m available year-round for planning, questions, and support so you don’t have to wait until April to get answers.
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Everything can be done virtually! You can securely upload documents through my encrypted portal, and I’ll handle the preparation. Once your return is ready, we can schedule a virtual call to review everything together, answer your questions, and make sure you feel confident in the results.