Tax Preparation and Advisory Services
Take the worry out of your taxes with year-round tax planning and tax preparation services.
Individual Tax Preparation
Everyone’s tax situation is unique, which is why I provide flexible service options ranging from comprehensive year-round tax planning & support, to streamlined annual tax preparation.
You might consider working with me if you’re experiencing any of these situations:
- Your current tax preparer is either difficult to reach or unresponsive, or they have made mistakes on your returns.
- You prefer working with one dedicated professional who will personally handle all aspects of your tax matters. No passing your file between different people.
- You are looking for professional guidance for the first time, whether your tax situation has recently become more complex, or if you’re done trying to self-prepare your tax returns.
- You value the convenience of a completely virtual service: e.g. no paperwork to mail, no office visits required.
- You want a tax professional who will give you their full attention and treat you with respect.
To sum up, my commitment is to provide you with reliable, personalized service that adapts to your specific needs and preferences.
Select your preferred option below to get started.
Perfect for business owners, individuals with a lot of investments, or anyone else who needs tax support and tax planning services.
If your tax situation is straightforward, or if you don't want or need quarterly tax planning, take a look at my annual tax preparation services.
Tax Planning & Support Package
When your tax situation is complex, it’s a good idea to have an advisor check in with you throughout the year to make sure you’re on track. In addition to quarterly tax planning, when you sign up for one of my tax support packages, I will be available throughout the year to answer your tax-related questions. You can rest easy knowing you have a trusted advisor who can help navigate the ever-changing tax landscape with you.
My tax planning & support package is perfect for:
Sole proprietors/single-member LLCs filing Schedule C
Small business owners with K-1s from partnerships and S-corporations
Individuals with investment income
Gig workers (Uber, Lyft, DoorDash, etc.)
Medical professionals, including therapists, independent doctors and dentists, psychologists, etc.
Lawyers and other professionals with their own practice
People who work a side job and receive a 1099 (instead of a W-2)
Package Breakdown
Services included at no extra cost include:
- Form 1040 preparation
- Quarterly estimated tax calculations
- Year-round tax support
- Responsive communication
- Proactive tax guidance
- Starting at
$65
per monthAnnual Tax Preparation
Whether your tax situation has become more complex or you’re simply ready to stop preparing your own taxes, I can help you get your tax returns prepared and filed accurately. I welcome all tax situations, no matter how straightforward your needs may be.
I’m happy to prepare individual tax returns even without business filings. Many clients simply need their Form 1040 completed by someone reliable they can trust. If you’re looking for dependable tax preparation, I’d be glad to provide a personalized quote.
You could benefit from my annual tax preparation services if:
You recently started a business.
You need professional assistance preparing your tax returns, but may not need year-round support.
You need professional assistance preparing your tax returns, but may not need quarterly tax planning.
You don't have the time to prepare your own tax returns.
You would be more comfortable having a professional handle your taxes, rather than DIY-ing.
You are having trouble keeping up with ever-changing tax laws.
Annual Tax Preparation
Includes everything you need for your taxes
- Form 1040 preparation
- State tax returns (one included)
- Electronic filing
- Responsive communication
- One flat rate - no surprise billings
- Starting at
$500