Tax Preparation & Planning
Accurate returns. Smart planning.
Whether you need your annual return filed or a long-term tax strategy, I handle it all with precision and personal attention.
ABOUT THIS SERVICE
Proactive tax management for individuals & businesses
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.
Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal and state tax legislation and other developments affect you and your business. I am constantly identifying new ways to reduce federal and state tax liabilities.
Tax preparation includes:
- ✓ Individual federal and state returns
- ✓ Small business and self-employed returns
- ✓ Prior year and amended returns
- ✓ Maximized deductions and credits
- ✓ Electronic filing with direct deposit
- ✓ Year-round support and questions
Tax planning includes:
- ✓ Quarterly estimated tax planning
- ✓ Retirement contribution strategy
- ✓ Business structure optimization
- ✓ Life event tax planning
- ✓ Investment and capital gains planning
- ✓ Self-employment tax strategies
HOW IT WORKS
A simple, stress-free process
Getting your taxes done shouldn't be complicated. Here's what to expect when you work with me.
1
Consultation
We talk through your situation and I answer your questions.
2
Document Upload
Securely share your documents through the client portal.
3
Preparation
I then prepare your return and review every detail carefully.
4
Review & File
I then review everything, you approve, and I file electronically.
QUICK ANSWERS
Common questions
What documents do I need to bring?
Typically a copy of last year's return, W-2s, 1099s, Social Security numbers, and receipts for deductions. I'll send you a full checklist after we connect.
Do you work with self-employed clients?
Yes — freelancers, contractors, and small business owners are a big part of my practice. I understand the unique deductions and requirements for self-employed filers.
Can you file returns from previous years?
Absolutely. I can prepare and file prior year returns and help you get back into good standing with the IRS.
Ready to work together?
Schedule a free consultation and let's build a plan that works for you.