Income Tax Preparation Services
- Overwhelmed with preparing your own taxes?
- Unsure how a major life event will impact your taxes?
- Owe year after year and don't know how to change it?
- Behind on filing and need to catch up?
- Tax issues impacting the rest of your finances?
- Worried you're missing something and want some reassurance?
I'm here to help. I offer personalized, in-person and virtual tax services designed to meet you where you are, no matter how simple or complex your tax situation may be. I believe taxes don't have to be stressful. With the right guidance and planning, they can be a smooth part of your financial journey. I provide assistance with personal tax returns including Schedule C sole proprietorships, Gift taxes, Trusts and estates. I specialize in Retirement income, but love to strategize with and for all of my clients on how to maximize every credit and deduction available as well as planning for the future.
I offer help for small business owners and side hustles, including estimated taxes and tracking multiple income streams - Assistance with IRS notices and back taxes
Here's how I can support you:
Annual Tax Preparation:
Accurate and timely preparation of federal and state income tax returns. I'm experienced in working with multiple states to make sure you're covered no matter where you live.
Organization Assistance:
Help gathering and organizing your tax documents, tracking down missing information from providers, and consulting with family members on your behalf-so you don't have to.
Tax Planning:
- Historical Review: Careful examination of prior tax returns to ensure accuracy, carry forward all eligible credits, and avoid future surprises.
- Semiannual Check-Ins: Regular reviews of your income and withholdings to prevent unexpected tax bills or penalties.
- Optimization: Strategic planning to minimize large balances due or excessive refunds—making taxes a predictable, manageable part of your life.
- Education: Clear explanations and personalized strategies to help you understand and improve your tax situation year after year.
- Support During Major Life Changes: Whether it's divorce, job loss, retirement, or another life event, I provide steady guidance to navigate the tax impacts with confidence.
