This service includes federal and state tax return preparation, as well as guidance and support throughout the year.

We begin with a short introductory call so I can understand your current tax situation and what matters most to you. Once we’ve gathered your documents and prepared the return, we will walk through a summary together in clear, simple language before filing.

Throughout the year, I will review withholding and prepare quarterly tax projections and estimated payments if necessary, offer assistance with audit and notice responses (up to two hours at no additional charge), and remain available for ongoing tax questions.

My goal is to give you a confident path forward, not a confusing stack of forms.