Click me for prices
I focus on small business's and individual tax assistance, but can consult along many parts of your tax journey. Some of the services I provide are below.

A price list can be found here.
Tax Preparation and Consultation
  • Individual Taxes (Form 1040)
  • State Tax Return (all states excluding Nevada)
  • Social Security Benefits (retirement, disability)
    Retirements – 401(k), pensions, annuities, profit sharing plans
  • Self-employed, Small Business (Schedule C)
  • Gig Economy
  • Military
  • Expats (Form 2555, FBAR, Foreign earned income)
  • Capital Gains (Schedule D) – Stocks, Property, Crypto
  • Multi-state Return Preparation
  • Employees of Religious Institutions, Clergy
Refunds
  • Notice of Refund Adjustment
  • Notice of Refund Offset
  • Math Errors
Balance Due
  • Payment Arrangements (extension to pay, installment agreement, non-streamlined installment agreements)
  • Penalty Abatement
  • Currently Not Collectible
  • Offer In Compromise (OIC)
  • Collections
Exam & Audits
  • Automated Under Reporter (Notice CP2000)
  • Substitute for Return/Automated
  • Substitute for Return
  • Correspondence Exam
  • Appeals