Tax Preparation


FOR NEW TEMPORARY COVID DROP OFF POLICIES AND TAX SEASON OFFICE HOURS, PLEASE SEE MY 2020 TAX PLANNER ON THE TAX CENTER PAGE.   I also emailed the planner on January 11th so please check your email including your junk folders if I’ve emailed the planner to you in the past.

For the Client Portal, go to Resources and then Client Portal.  For new client portal access, you must Request access by clicking “Register Here”.  Once I accept your Request, you will have access and may begin uploading documents by going to the File Vault and clicking the Blue Upload icon. Thanks!

  • Here's what you get from my Tax Preparation Services...
  • Your tax return will be checked and rechecked by computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so you will get a refund back more quickly.
  • I will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months?
  • I will show you potential deductions to limit your tax liability for next year. In addition, I will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

Books a Mess? No Problem!
If you own a small business and haven't kept up with your bookkeeping, don't worry. I can help you. I'll prepare your bookkeeping for the year and prepare a full Schedule C, as well as your personal income tax return. Then I'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

If you'd like to receive more information about my Tax Preparation Service, please complete this form.

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