Services
Services
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What I Do
What I Do
I provide reliable, transparent tax preparation and advisory services for individuals, families, and small businesses. Whether you need assisted filing or full-service support, you’ll know exactly what to expect — before we begin.
Individual Tax Services
Individual Tax Services
Ideal for: W-2 employees, retirees, investors, families.
Includes: Federal & state returns, credits, deductions.
Excludes: Business filings unless disclosed.
Small Business & Self-Employed
Small Business & Self-Employed
Ideal for: Sole proprietors, single-member LLCs, contractors.
Includes: Schedule C, business deductions, tax planning.
Excludes: Payroll & bookkeeping.
Other Business Tax Services
Other Business Tax Services
Ideal for: Partnerships, S-Corporations, Corporations, Homeowners Association, and Trust/Estate.
Includes: Form 1065, Form 1120-S, Form 1120-H, Form 1120, and Form 1041.
Excludes: Payroll & bookkeeping.
Other Miscellaneous Services:
Other Miscellaneous Services:
Amendments & prior-year filings.
IRS notices & correspondence.
Multi-state filings.
Applying for ITIN Form W-7 (Individual Taxpayer Identification Number).
Tax Planning/Advisory (provide strategies based on scenarios to achieve your overall objectives).
Process & file any 1099-Misc & 1099-NEC.
Review past year's returns.
File an extension.
IRS representation/corresponding notices/audits.
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