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OUR SERVICES

Tax Return Preparation

Tax preparation services offered includes federal and state returns for individuals, businesses, nonprofit organizations, and estates and trusts. 

Virtual (online) appointments available. 

Client documents may be uploaded through secure online portal.  Tax returns will be delivered via secure portal.

Tax Planning

To assist in your personal and business strategies I do tax planning for corporations, partnerships, LLC's, individuals and non-profits, including areas such as gift planning, compensation, trusts, estates, acquisitions and mergers.

A Credentialed Tax Expert

Big-name companies promise peace of mind, but they do not always deliver when it comes to the details.  For example, who will be the professional representing you when an IRS audit happens?  If you must litigate to reduce your tax penalties, who will be the tax attorney assigned to you?  Do you know the credentials of the people who will prepare your tax returns or handle your case if a tax dispute happens?  What will be the fees those companies charge when they must hire a tax attorney to represent you?

Business Start-ups & Transactions

If you are thinking about starting a business, but don't know where to start, you may need advice about how to begin.  Once you decide to begin we provide assistance preparing the documents and filings necessary to establish the business and obtain the licenses and permissions from various governmental and regulatory agencies.

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We draft and negotiate agreements to help you conduct your business.

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We advise you, draft and negotiate agreements if you wish to sell all or part of your business.

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Pricing

1040 Personal Tax Returns Minimum Fee:

W-2 only - no dependents, no deductions $120

W-2 only - with dependents/EIC/CTC $150

W-2 complex - Sch A/B/D/other $175

Self Employed (One Schedule C or F) $200, Additional $50 each

Rental Properties (One Schedule E) $200, Additional $50 each

State Tax Returns (Two included) $60 each Additional

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