Tax Preparation and Planning

Effective tax preparation and planning can help you to minimize your future tax liability, but not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to find such opportunities and benefit from them. To help you choose the opportunities that are most pertinent to your specific tax needs, all tax returns prepared in my office are processed using the interview method to open up a dialogue. The back-and-forth allows you to freely express your circumstances and concerns, while giving me the opportunity to assess your situation and respond with constructive advice and inquiries.

• Electronic filing of all Federal and State tax returns
• Free review of New Client’s prior year tax returns
• Income Tax Consulting and Planning
• Income Tax Preparation for Individuals and Small businesses
• Tele-Conference Tax Preparation
• Virtual Tax Preparation via MS Teams with screen sharing

Taxpayer Representation

An IRS audit can be an intimidating and complex process. If you or your business face an audit, I can bring to bear years of experience in dealing with tax matters and audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

• Amended Tax Returns
• Debt Resolution through Offers in Compromise
• General IRS Inquiries
• Innocent Spouse Relief
• Installment Payment Agreements
• IRS and State Audit Representation
• Tax Lien Withdrawals
• Unfiled Tax Returns