Individual returns, small business returns, and cleaning up the things that have been sitting on your to-do list.
For W-2 employees, retirees, students, and families. Federal and state, prepared and e-filed. I'll ask about the things that commonly get missed, and tell you what to track for next year.
If you drive, freelance, contract, sell online, or run a side business, your return is more involved than a W-2 and deserves more attention. Schedule C, organizing income and expenses, and estimated payments so next April isn't a surprise.
For owners running an LLC, S-corp, or partnership. I work from your books, prepare the business return, and coordinate it with your personal return so the two agree.
Rental income, depreciation, and expenses handled correctly, whether it's one unit or several.
If you're behind by a year or by several, you're not the first and I'm not here to lecture you. We'll work out what's missing, file what needs filing, and get you current.
Got a letter and don't know what it means? Send me a photo of it. Many notices are routine and have a straightforward response. I'll tell you what it says and what it needs.
A conversation in the fall usually matters more than anything I can do in April. If you've had a big change, started a business, sold something, or your income jumped, let's talk before the year closes.
I'd rather tell you upfront than waste your time. I don't handle bookkeeping or payroll, and I don't represent clients in audits or tax court. If you need one of those, tell me and I'll point you toward someone who does.
That's what the free call is for. Fifteen minutes, no obligation.