Tax Preparation/Planning

2 sides of the same coin: Preparation looks at your prior year(s) information and reconciles the actual tax due, whereas Planning looks at relevant items to change current/future tax impacts to your advantage.

Consultation

Have specific questions about your financials, whether tax related or not? Let's chat.

Received a letter from the IRS or your state's taxing authority? Let's navigate it together. No need to pay any tax notices unless we can confirm they're correct.

AnaLysis & Review

A second pair of eyes is always better when looking at, or building, financial documents. This is especially true if the cost of a mistake is material.

 

Individuals

Guiding you through your taxes, and what to look out for. (Also correcting DIY returns.)

 

entrepreneurs

Starting a small business? It can seem daunting. Let me grab my calculator and assist with the financials.  

 

nonProfits

Thanks for making society a better place. Let's not forget those pesky 990s.

 

Farmers

Like I said in my 'nonprofit' square, Thanks for making society a better place. 

 

ministers/clergy

Taxes for workers in religion are more complicated than others'. If you know, you know.

 

The confused

No one knows everything about the world of Accounting (I even don't), but let's see if I can help.  

 

"What do you charge?"

It Depends.
I know, it's not the answer you want to hear. I can't give a great estimate until I have a look 'under the hood' and see what's going on. The reality is that there are rarely 2 tax stories that are the same. One person's income from thier side hustle will take a fraction of the time than another persons would take. I have posted price Medians and actual price Scenarios on the 'Prices' section of this site to give an idea of the cost.