Tax Services

I will personally prepare and e-file the following tax returns:

  • 1040 – Individual Tax Return
  • 1041 – Estates and Trusts
  • 1065 – Partnership
  • 1120 S – S-Corporation
  • 1120 C – C-Corporation
  • 990 – Organizations Exempt From Income Tax Return

What is right for you?

The IRS now provides free filing with various commercial software for Individuals with an Adjusted Gross Income (AGI) of $69,000 or less. If you meet the requirements and feel comfortable doing your own taxes, I recommend you do that.

If you would like a licensed CPA (My Credentials) to prepare and file your taxes, then I can do that. Certified Public Accountants (CPA) must follow strict federal tax practice standards as laid out in IRS Circular 230. Furthermore, a CPA is granted the right to represent taxpayers before the IRS by the Department of the Treasury. I am dedicated to provide you the tax services you need and the answers you want.

The Process:

Step 1: Fill out the brief Contact Form stating the tax service you need.

Step 2: I will reach out to you for further discussion of your unique tax situation and let you know how much you can expect to pay for tax services.

Step 3: If you are satisfied after our communication then you will upload your tax documents using this Secure Form.

Step 4: I will prepare your taxes and provide you a summary of the results. If you would like more detail, I would be happy to answer any questions and we can schedule a phone call or video conference. If you are not satisfied at all up to this point you will not be billed for any services. If you are happy with the result, you will digitally sign e-file authorization forms, then I will e-file your taxes.

Step 5: When the taxes are e-filed with the IRS I will securely email you your completed taxes at which time I will bill you for services. You can Pay Online.