Individual Tax Services
Simple, tailored tax planning and filing built to minimize what you owe.
How We Can Help:
• Accurate, Stress-Free Tax Filing
• Proactive Tax Strategies
• Rental Property Tax Expertise
• IRS Notice Support & Resolution
• Advanced, Streamlined Digital Experience
Comprehensive Tax Preparation & Compliance
Accurate, proactive tax preparation designed to reduce surprises and give you clarity at every step.
Services Include:
• Individual Tax Preparation (1040)
• Filing for Married Couples, Families & Dependents
• Multi-State Tax Returns
• Trust & Estate Tax Returns (1041)
• Amended Returns (1040-X)
• Past-Due & Late Filing Tax Returns
• IRS Notice Response & Resolution
Life Event, Investment & Retirement Tax Planning
Tax planning for major life and financial decisions, designed to help you avoid costly surprises and maximize deductions to lower your overall tax bill.
Services Include:
• Tax Projections for Major Financial Decisions
• Year-Round Individual Tax Planning
• Investment & Capital Gains Tax Planning
• Charitable Deduction Planning
• Education & Child Tax Credits
• Retirement Contribution Optimization (IRA, Roth, SEP, Solo 401k)
• Stock Options, RSUs & ESPP Tax Guidance
Self-Employed & Rental Property Tax Support
Strategic tax support for self-employed and rental property owners by leveraging deductions, depreciation, and year-round planning to help you keep more of what you earn.
Services Include:
• Schedule C Tax Filing (self-employed, gig workers, contractors)
• Self-Employment Tax Optimization
• Depreciation Strategy & Tracking for Rental Properties
• Rental Property Tax Reporting (Schedule E)
• Cost Segregation Analysis for Rental Properties
• Estimated Quarterly Tax Calculations
Modern, Seamless Digital Client Experience
A simple and transparent digital process with clear and responsive communication, easy meeting scheduling, and guidance every step of the way.
You’ll Benefit From:
• Secure, SOC 2–Compliant Digital Document Portal
• Fast, Digital E-Signature Filing for Form 8879
• Streamlined Online Workflow With Clear Steps and Expectations
• Personalized Video Walkthrough of Your Completed Tax Return
• Easy Online Scheduling for Calls or Video Reviews
• Clear, Timely Communication Throughout the Entire Process
Start Your Free Quote
Simply leave your name and contact info below to start the process.
I will reach out personally to discuss your situation and provide a plan and pricing estimate tailored to your tax & accounting needs.