Services Offered
We provide comprehensive tax preparation and filing services for both individuals and businesses. Our licensed tax preparer ensures accuracy and helps you maximize your deductions and credits.
Personal Tax Filing
We handle all types of individual tax returns, including:
- W-2 employees
- 1099 contractors and freelancers
- Rental property income
- Investment income and capital gains
- Itemized deductions
- Tax credits (EITC, child tax credit, etc.)
- Amended returns
Small Business Tax Filing
Comprehensive tax services for businesses of all sizes:
- LLC tax returns
- S-Corp returns
- C-Corp returns
- Partnership returns
- 1099 preparation and filing
- W-2 preparation
- Quarterly estimated tax payments
- Business expense deductions
Tax Planning
Year-round tax planning to help you minimize your tax liability and maximize your savings. We'll work with you throughout the year to identify opportunities and plan ahead.
Year-Round IRS Support
We're here to help you navigate IRS communications, respond to notices, handle audits, and resolve any tax issues that arise. You don't have to face the IRS alone.
What You Need to Bring
To ensure accurate and complete tax preparation, please bring or provide the following documents:
- W-2 Forms: Wage and tax statements from all employers
- 1099 Forms: Various 1099s (1099-NEC, 1099-INT, 1099-DIV, 1099-B, etc.)
- Dependent Information: Social Security numbers, dates of birth, and relationship
- Brokerage Statements: Investment account statements showing gains/losses
- Business Expenses: Receipts, invoices, and records of business-related expenses
- Last Year's Return: Copy of your previous year's tax return
- Property Tax Statements: If you own real estate
- Mortgage Interest Statements: Form 1098 from your lender
- Charitable Contributions: Receipts for donations
- Medical Expenses: If itemizing and expenses exceed threshold
- Education Expenses: Tuition statements (1098-T) and student loan interest
File Storage & Upload Instructions
We use secure Netlify Forms for document uploads. You can securely upload your tax documents through our appointment form below. All files are encrypted and handled with the utmost confidentiality.
Accepted file formats: PDF, JPG, PNG, DOC, DOCX
Maximum file size: 10MB per file