Tax Preparation

Individual Tax

I specialize in individual tax services with many years of experience of 1040 preparation. I will work directly with you and ensure that every option is available to save you tax dollars. Areas of specialty include but are not limited to: Individual 1040s, Schedule C small businesses, Schedule E rentals, and Schedule F farms. Contact for a free consultation!

Business Tax

I also specialize in business taxation. The following business tax returns are services provided: 1065 Partnership, 1120 Corporation, and 1120-S Corporation tax returns. When it comes to business taxes, you want a CPA who stays on top of the tax law and continues their education. I pride myself in being up to date with the IRS regulations that will help my clients maximize tax savings.

Other Elective Business Services:

-Payroll Processing

-1099 Preparation

-Bookkeeping Services

-Sales Tax Processing

Tax Preparation Process

My tax preparation process is one that is created for simplicity and effectiveness. The first step in the process is gathering your tax return papers for preparation. I will offer the following services for gathering the data:

Secure Upload - My portal will allow the upload of your documents quickly and safely.
Mail/Drop Off - If you'd like to mail or drop off your documents to me you can do so, just request my address.
In person meeting - In person meetings can be arranged at a convenient location for you.

I pride myself on building client relationships. During tax preparation, I will make sure I contact you if I am missing any documentation required for your return. I will also call if there are any tax savings strategies we can take. You will be contacted promptly with the final refund/balance due of your tax return.

Before electronically filing the tax return, I will need a signed 8879 document. This can be done by electronic signature, in person pick up, or scan and send.