Tax Preparation

I can assist you with the preparation of:

  • Individual
  • C Corporation
  • S Corporation
  • Partnership
  • LLC
  • Gift tax returns

You can be assured a complete, accurate and timely filed tax return each and every year.

Tax Audits & Disputes

Whether you've been unfairly assessed or are facing a full audit, make sure you have assistance with:

  • Federal or state Notices
  • Levys
  • Garnishments
  • Back taxes
  • Amended returns

IRS agents are trained to ferret out discrepancies and dig deep into your past; I know how to defend your position and respond to adverse claims. 

Accurate and Timely Solutions for Tax & Financial Issues

Tax Planning

Mid-year or year-end tax planning can help you avoid unexpected tax bills on April 15th.  I am here to assist you with:

  • Calculating quarterly estimates
  • Preparing tax projections for sales of businesses
  • Sales of stock
  • Sale of your home
  • Sale of rental property
  • Exercise of stock options, etc. 

I am here to advise you on the tax implications of whatever issue you have that may impact your taxes.

Financial Coaching

I have helped my clients learn how to save, successfully pay down their debt and stick to a budget, resulting in amazing stories of financial transformation.

  • What is your story? 
  • What baby step are you on?
  • Is your debt out of control? 
  • Do you have an emergency savings account? 
  • Are you ready to improve your cash flow with a budget? 

Using Dave Ramsey's approach to financial freedom, I can help you too!