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Expert Tax & Bookkeeping Services

Tax Preparation & Filing

Hiring a credentialed tax professional (EA) will ensure your individual and small business tax preparation is done accurately and efficiently, saving you time and money.  As a preparer with an EA credential, I can prepare and file taxes in any state (except Oregon).  We are an IRS authorized Electronic Return Originator (ERO) utilizing IRS e-File.  Each return comes with audit protection, tax preparation guarantee, and ID theft restoration through ProtectionPlus.


*1040 Fees starting at $195. Contact us for a free consultation and fee estimate.  Fees can be paid from your refund* (provided refund is enough to cover the preparation cost), credit card, check or cash.


*$25 fee per return for pay by refund

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Tax Planning

We offer comprehensive tax planning services to help you minimize your tax liability and maximize your deductions, allowing you to keep more of your hard-earned money.

Tax Resolution

If you're facing tax problems, we can help you resolve your issues and get back on track, so you can focus on running your business and your life.  Through Protection Plus, each return comes with a $2,500 tax preparation guarantee and up to $1,000,000 in audit defense.

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Bookkeeping Services

Are you a small business in need of help with your books?  We can help with initial setup as well as maintenance of your books including account reconciliation and providing monthly statements so you can monitor the health of your business.  Initial setup on accounting software $250.  Monthly bookkeeping and reporting $300/month.

IRS Notices and Letters

As an EA, I have been admitted to practice before the IRS and can assist in responding to IRS Notices and Letters.  I have also partnered with Protection Plus to offer audit defense services.  If you receive a letter, just give us a call and we will help get it resolved.

Consulting

Have a project and could use additional resources on a short-term basis?  Hire us on a consulting basis to fill in the gaps when the need arises.  

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