Services

Tax Preparation

I specialize in preparing accurate and timely tax returns for individuals and small

businesses. Whether you need help with your personal 1040 tax return or your small business taxes, I ensure compliance with all tax laws while maximizing any eligible deductions and credits.

1040 Tax Returns: I offer comprehensive preparation for individual tax returns, making sure all income, deductions, and credits are accurately reported.
Small Business Tax Returns: From sole proprietorships to Partnerships and S corporations, I tailor tax preparation to meet the unique needs of your business.

In addition to tax preparation, I have trusted local partners who can assist with LLC Incorporation, Payroll Services, Website Design, Business Marketing and more!

Tax Planning

As your personal tax advisor, I offer proactive tax planning to help you minimize your tax liabilities and plan for the future. By structuring your income, investments, and deductions in the most advantageous way, I’ll help you optimize your financial situation throughout the year, not just at tax time.

Bookkeeping Services

Every business has its own unique financial needs, and I tailor my bookkeeping services to

fit the specific requirements of your company. Whether you're a small business or self-employed,

I provide customized bookkeeping solutions to keep your financial records accurate and organized. I understand that no two businesses are the same, and I’ll work closely with you to ensure that your books are set up and maintained in a way that best

supports your operations.

IRS Resolution & Compliance

If you’re facing IRS issues or have received notices, I’m here to help you resolve them and get back on track.

My IRS resolution services include:

Responding to IRS notices on your behalf
Filing back tax returns to bring you into compliance
Exploring options for resolving outstanding tax debts, such as installment agreements or offers in compromise

I’ll handle the IRS for you, giving you peace of mind and a clear path forward.

Trust & Estate Tax Services

Losing a loved one is difficult and dealing with the financial and tax responsibilities during this time can feel overwhelming. I’m here to help you navigate the tax obligations that come with managing an estate or trust after a loved one’s passing.

I assist with:

Estate Tax Returns (Form 1041)
Trust Tax Returns (Form 1041)
Inherited Asset Guidance: Understanding the tax implications of inherited assets like property, investments, and retirement accounts.

Cryptocurrency Taxation

The world of cryptocurrency is complex and evolving. I o􀆯er specialized services to help

you navigate cryptocurrency taxation, including:

Reporting your crypto transactions
Calculating capital gains and losses
Staying compliant with IRS regulations on virtual currencies

I’ll make sure your crypto investments are properly reported on your tax return, keeping you

compliant and avoiding any penalties.

If you have any questions or want to get started, feel free to schedule a free consultation with me. I’m here to help you with all your tax needs.