Tax Questions.
Clear Answers.

Yes! I am a solo practitioner and value the opportunity to work directly with my clients. An important part of the service I provide is taking the time to understand your individual circumstances and be available to answer your tax questions.

I prepare individual federal and state income tax returns, business returns for sole proprietors, LLCs, and S-corporations, and specialized filings such as multi-state returns, amended returns, and prior-year corrections.

The base price for individual federal and state resident tax returns ranges from $179 – $359, with the final amount based on the specifics of your tax situation. I offer free consultation, so you’ll understand the scope of services and expected pricing before work begins. For more information, please visit the Pricing Page.

I offer free consultation for new clients via Google Meet with video and dial-in options. You can use our Calendar app to see available openings and book an appointment.

Yes. My practice operates year-round for tax planning, notices, audits, compliance matters, and catch-up filings.

New clients begin by completing a brief, secure intake questionnaire and identifying their tax documents. I will review your information and give you a written fee estimate along with our Services Agreement. If everything looks good, just sign where indicated, and we will get to work on your returns.

You will receive access to a secure client portal where you can upload documents, communicate with me, and sign forms electronically. You can also provide your documents in person; in that case, they will be scanned into our system and returned to you.

Most returns are completed within 5–10 business days after all documents are received. Complex, multi-state, and business tax returns may require additional time.

Yes. I prepare Schedule C returns for sole proprietors and gig workers, assist with business deductions, and advise on quarterly estimated taxes. I also prepare partnership and S-corporation returns for businesses needing those services.

Yes. I know that brokerage statements can be confusing. I’ll explain how your investment income/loss is reported on the statements and make sure your taxes are calculated and reported correctly.

Yes. I prepare multi-state returns and ensure proper allocation of income and credits.

Yes. I routinely assist clients with catch-up filings, corrections, and IRS compliance matters.

Pricing is based on the complexity of the return, the number and types of schedules required, and any required additional services, such as multi-state filings or business returns. We offer free consultation to discuss your particular needs, learn more about your tax documents, and answer any questions you might have. For more information, please visit the Pricing page.

Yes. After reviewing your intake information and tax documents, I will provide you with a personalized written fee estimate before starting any work on your returns.

Payments may be made through our secure client portal using major debit/credit cards or ACH/bank transfer. You can also use Apple Pay and Google Pay.

All personal information and tax documents are stored in encrypted systems compliant with IRS Publication 4557. Communications occur through secure channels, and we do not transmit tax documents via email.

No. Your information is used solely for tax preparation and compliance purposes unless disclosure is required by law.

Yes. All eligible federal and state returns are electronically filed for faster processing and confirmation.

Yes. You will receive a secure digital copy through the client portal. You can also request a printed copy of your returns at no additional charge.

I provide guidance on responding to tax notices and, if needed, can represent you in communications with tax authorities.

Yes. I provide strategic planning for individuals and small businesses, including estimated tax calculations, entity selection guidance, and year-end planning.

Yes. The sale of your principal residence (or rental property) can have significant tax consequences. My planning services can give you the information you need to proceed with confidence.

I take the time to identify all potential deductions, credits, and planning opportunities available under federal and state law to ensure that you pay only what you legally owe. We can’t promise a specific outcome, but our goal is always to help you attain the best result possible consistent with applicable federal and state law.