Personal Tax Planning
Planning is so essential with taxes. If you have had a job change, a change of income, new baby, new house, marriage, divorce, or anything different; it is so important to have a discussion on how these changes can impact your taxes. Don’t wait until tax season to see how these life changes impact your taxes; it may be too late to make the necessary adjustments. I am here to help!
Tax preparation is made simple with all of your questions and concerns addressed. I prefer to have a face to face meeting while I prepare your taxes. I want you to be engaged through the process. This ensures that you get the answers you need, and allows me to obtain all of the information I need to prepare an accurate return. Drop off service and Online Submission of information is also available. I am here to help!
Planning is essential for taxes. You may need to pay in quarterly estimates because of a significant change in your income during the year. Don’t wait until tax time and be charged unnecessary penalties. If you are a sole proprietor, it is also essential to plan with quarterly meetings. I am here to help!
Past Due Tax Filing
If you are behind on filing taxes, don’t wait any longer. Please make an appointment with me to work through this issue and get up to date. As an enrolled agent, I have access to the IRS database and will be able to obtain any missing documents from previous years that you need. Don’t be embarrassed; you are not alone in this struggle. I am here to help!
Audit Letter Assistance & Representation
If you get a letter from the Internal Revenue Service or State Tax Authority, don’t panic and don’t pay anything until you have me review the notice. I will be able to review the notice(s) with you and explain what they are requesting and/or proposing. I can assist you with the correspondence between you and the tax authority. As an Enrolled Agent, I am certified to represent you in an audit if needed. Allow me to take the stress away from you; I am here to help!
Schedule an Appointment
I can help you with all your Business & Personal Taxes!