GET THE TAX HELP YOU NEED
FROM A FIRM YOU CAN TRUST
Individual & Business Tax Services
Taxes come around like clockwork, but with each year there are more and more changes. Not just in tax law, but how we work and live our lives. Whether you need advice, are besieged by the thought of filing your own return, or just don't have the time - I can give you the answers you need and lighten your load.
1
Tax Return Filing
Tax preparation for current and prior years and amended return filing. I file returns for Individuals (1040), Partnerships (1065), S-Corporations (1120-S), Corporations (1120), Estates and Trusts (1041), Non-Profits (990). I also assist clients with stock sales, rentals, small business, retirement accounts, multistate, military, and minister income.
2
Tax Notices
Receiving a notice from the IRS or a state agency? Don't be hasty in writing a big check to make it go away. I assist my clients in deciphering whether funds are due in full, additional information is needed, or an amended tax return is the next step.
3
Tax Planning
Let me help you plan for a new or different job, inheritance, retirement, change in dependents, college, dual state tax, or other activities that may have tax consequences. I am here to give you the answers you need to avoid any surprises when you file your taxes.
4
Tax Compliance
The average person doesn't have time to keep up with tax law and ever-changing legislation. My job is to stay current and make certain that my clients are in compliance while still taking advantage of qualified tax deductions and credits.