Tax Preparation I will prepare your Federal and State income tax returns and file them electronically for the fastest possible refund. I will interview you to ensure that you receive all possible deductions and pay the lowest amount of tax. I will review your return for potential “red flags” to minimize the chance of audit. You can e-mail, fax, or mail me your paperwork and I will send you back a PDF or paper copy of your return for your records.

Tax Planning If you are paying too much at the end of the year, or getting a large amount back each year, I can re-calculate your withholding to maximize your monthly income and minimize your penalties. I will also provide you with valuable advice to help reduce your taxes next year.

Back Taxes If you have not filed past returns you can still file this year and get your refund and rebate. I can prepare past returns for any number of years, and you may still receive money back for the last 3 years. If you owe back taxes I can help you arrange an installment agreement with the IRS to pay them off over time.

Pricing and Payment Options I charge much less than a CPA or attorney, and in most cases even less than those big chain tax stores. I never charge extra for printing, postage, e-file, direct debit/deposit, or try to sell you services you don’t need. I accept checks, Venmo, Zelle, and all major credit cards. If you owe tax, you can pay with a credit card and schedule your payment for April 15.