Tax Preparation,
Tax Planning,
& Tax Strategy
…For Individuals,
Sole Proprietors,
& Rental Owners
Maximize Your Refund. Minimize Your Stress.
Here’s What You Get When You Hire Me:
Your Time Back.
There's no need to waste hours struggling with cheap tax software and trying to google answers to your tax questions.
Your Peace Back.
You can sit back and relax, knowing that your return was done correctly, that your chances of an audit were minimized, and that if you are audited, our ducks are in a row.
Your Money Back. (maybe)
My goal is to ensure that the value I provide outweighs my fee…by identifying every possible expense, deduction, and credit, and by helping you plan and strategize carefully for the future.
Your Fun Back.
You'll get an accountant who is fun and interesting, and who you will actually enjoy working with. Not many of your friends can say that about their accountants.
STEP 1: Choose Your Level of Service
From basic tax preparation to year-round tax support.
Essential
Just the tax return.
Minimize your tax preparation cost.
For those who don’t think they would benefit from tax planning.
Strategic
Includes a one-time tax planning and consulting session (no time limit).
Plus tax strategy implementation on your return.
To ensure you pay the lowest amount of taxes legally possible.
Premier
Everything from the Strategic package.
Plus unlimited access to a tax accountant for questions and research.
For those who need tax support throughout the year.