Services

Individual Tax Return

Using an intimate understanding of the tax code, I work hard to keep your taxes to the legal minimum, ensuring you receive the largest refund possible.

Every return is double-checked for accuracy before I review it with you, walking you through the results and answering any additional questions. Once you’re satisfied and sign off, I will file your return electronically on your behalf—so you get your refund as quickly as possible.

Self-Employed Tax Return

Being your own boss comes with its own set of tax responsibilities, and I’m here to help you manage them with ease. Self-employed individuals are required to file an annual return and typically need to pay estimated taxes quarterly. In addition to income tax, you must also pay the self-employment tax, which covers Social Security and Medicare taxes.

To help you stay prepared, I offer an additional service designed to make you audit-resistant. Since most audits occur 1–3 years after filing—and let’s face it, many of us can’t remember what we ate for breakfast last week—it’s critical to maintain organized and accurate records. I can assist with creating a robust record-keeping system that ensures you’re ready for anything.

I’ll also guide you in maximizing deductions, managing quarterly payments, and filing your return electronically—allowing you to focus on running your business while I handle your taxes.

Tax Planning & Advice Consultation

Tax planning isn’t just about saving money—it’s about staying ahead of the game. Life changes, and with those changes come opportunities to optimize your tax situation. Whether you’re navigating major life events, expanding your business, or preparing for future investments, I’m here to help.
Through personalized consultations, I’ll work with you to develop a strategic and easy-to-understand plan tailored to your unique circumstances. We’ll anticipate potential tax implications and identify opportunities to reduce your tax burden, ensuring your future aligns with your financial goals.
Let’s make taxes less of a burden and more of a strategic advantage for you

Financial Planning and Wealth Management

In need of financial planning or wealth management services? Through our trusted partnership, we can connect you with an experienced professional who specializes in helping clients achieve their financial goals.