Tax Preparation

We’ll discuss your specific situation with you to determine the best course of action for achieving compliance with tax agencies.

A portion of our consultation fees can be credited to your invoice if you commission us to prepare and file your tax returns.

We are Enrolled Agents, so you can authorize us to represent you before federal and state tax agencies. We work to resolve the issue and to negotiate the best possible settlement for you.

We will collaborate with you via email or phone. Once we agree to engage, we will provide several convenient options for payment for our services.

We will work together with you remotely as necessary to obtain all the information we need from you.

Your completed tax returns will be sent to you via a secure process for review, after which we will resolve any concerns or discrepancies with you.

We send secure files to you for final review and signatures. You’ll then provide us with a digital image of the tax forms signed by you. Only AFTER we receive your signed forms will we file your tax returns for you.

• Individual Income Tax Preparation

• Small Business Tax Preparation

• State Tax Returns

• Tax Return Reviews, Consultations

• Child Credits, Education Credits

• Rental Income

• Investment Income, K-1 Income

• Amended Tax Returns, Late-filed Tax Returns

• FBAR, FATCA

• EFTPS Payments

• Estimated Tax Calculations

• Installment Agreements

• Offer in Compromise

• Foreign Income Exclusion