Tax Preparation

Let’s face it, income taxes are complicated. The IRS website contains over 800 forms and instructions and dozens of publications. Busy families just don’t have time to keep up with it all! I study the tax code and keep up with new developments 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.

As a Certified Public Accountant (CPA) I am uniquely qualified to provide tax planning and tax preparation services to you and your family. As a CPA and a member of the American Institute of CPAs (AICPA) I am required to abide by a code of professional ethics and fulfill 120 hours of continuing professional education every three years.

What’s included?

Tax Preparation includes the following services at the hourly rate…

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30-60 minute new client meeting either in person, over the phone, or video call via GoToMeeting.
Complimentary review of prior year tax returns for new clients.
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E-file (or paper, upon request) filing of US Federal and State tax returns.
Tax savings opportunities identified, when applicable.
Fixed fee of $289. (Sch C, Sch E, additional states are each an extra $125)

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. Small business tax preparation available on an hourly charge basis.

Let's Talk!

Want to schedule a FREE introductory meeting with me to discuss your goals?

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