Let’s face it, income taxes are complicated. Whether you have started a new business or a new job, gotten married, had your first child, or just feel overwhelmed by the complexity of the tax return process, I would be happy to advise you. As a CPA, I stay up to date on tax code changes so that you don’t have to. I offer year-round support for my clients and I am happy to answer your tax questions throughout the year.
For new clients, I review your prior year tax return for tax opportunities at no charge. I work with clients throughout the US by email, online secure file access, and video chat and in-person meetings for local clients.
Tax return preparation is included in our comprehensive financial planning retainer fee engagements.
Individuals: Includes annual federal and state income tax return preparation and filings. We’ll also discuss tax planning strategies.
Fee is based on the forms required to prepare a complete and accurate return.
Small businesses: Includes annual federal and state income tax return preparation and filings for sole proprietors, partnerships, LLCs, and S-Corps. Quarterly federal and state estimated tax payments. We’ll also discuss tax planning strategies.
Fee is based on the forms required to prepare a complete and accurate return.
Schedule your complementary 30-minute strategy session
Click the button below to schedule your complementary 30-minute strategy session today.
Your strategy session includes: A quick assessment of your current financial situation and goals, a discussion of your most pressing financial question, and a discussion of options available.
I’ll also share an action step you can take immediately to improve your current situation.