What We Handle

 

Individual Tax Returns

• W-2 employees

• Self-employed & 1099 income

• Rental properties

• Investment income

• Multiple income sources

• Itemized deductions

• 1041 Trust returns

 

Business Tax Returns

• Sole Proprietors (Schedule C)

• 1065 Partnerships

• 1120s S-Corporations

• 1120 C-Corporations

• Multi-member LLCs

• FBAR reporting 

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Other Common Forms

• FBAR Reporting

• Payroll tax returns including 940, 941

• Payroll Amendments ​​

 

Limitations:

Current states we are not able to file are New York, Oregon, and Maryland 

 

We coordinate your books and financials so your return is complete and accurate.

 

Behind on Taxes?

You’re not alone and It's FIXABLE.

We help clients who:

• haven’t filed in several years

• are missing prior returns

• received IRS notices

• need to catch up before applying for loans or mortgages

 

We prepare and file prior-year (back) returns and get you back into compliance.

 

Amended Returns

If a return was filed incorrectly or information was missing, we can review and amend prior filings.

 

This may include:

• missed deductions

• incorrect income reporting

• business activity not properly reported

• changes after receiving tax documents

 

How the Process Works

1. You upload your documents securely

2. We review and organize everything

3.  We contact you if anything is missing

4. We prepare your return

5. We review together before filing

 

We explain the results so you understand what you owe, what you’ll receive, and what to plan for next year.

 

Year-Round Support

Tax preparation isn’t just a once-a-year event.

I also help with:

• estimated tax payments

• planning for upcoming tax years

• coordinating with your bookkeeping

• avoiding surprises

 

The Goal

My goal is simple:

You know your taxes are done correctly, filed on time, and handled — so you don’t have to worry about it.