Tax Preparation Services

Absolutely. DIY tax software may seem convenient, but it often misses valuable deductions and credits — which can cost you more in the long run. I help ensure your return is accurate, maximize your refund, and save you time and stress.

Online filing platforms can be helpful for simple returns, but they don’t provide personalized advice or help you plan for the future. I take the time to understand your unique situation, answer your questions, and ensure every opportunity for savings is explored.

I understand how frustrating that can be. My business is built on professionalism, transparency, and personalized service. I take the time to explain your return, answer your questions, and keep you informed every step of the way.

Additionally, because I am a small firm, I am able to offer more time and support of your specific needs to help you reach your goals. 

Yes, I hold an active PTIN (Preparer Tax Identification Number), which authorizes me to prepare federal and State tax returns for the public. I’m also currently studying to become an Enrolled Agent (EA), a federally licensed tax professional with the highest credential issued by the IRS.

A tax preparer with a PTIN can legally prepare and file tax returns, but has limited representation rights before the IRS. An Enrolled Agent, on the other hand, is a federally licensed tax expert who can represent clients before the IRS in audits, collections, and appeals — with no restrictions. I’m actively working toward becoming an EA to provide even more comprehensive support to my clients.

Yes! I offer secure, remote tax preparation for clients anywhere in the U.S. You can upload your documents through a secure portal, and we’ll communicate by phone, email, or video — whichever you prefer.

It’s simple. Just [book a free consultation] or [contact me here], and I’ll walk you through the next steps. I’ll make sure your return is accurate, compliant, and filed on time.