Whatever your tax situation looks like, I can help.
No confusing packages, no upsells. Just the forms and credits that actually apply to you, done correctly.
Individual & family tax
For W-2 earners, households with dependents, and anyone with a few extra forms to sort out.
Form 1040 filing
Standard or itemized, with every credit and deduction you qualify for, filed electronically.
Families with dependents
Claiming dependents correctly, along with the credits that come with them.
Child Tax Credit & EIC
Both have eligibility rules that matter, and the IRS looks at them closely. I work through them carefully so the return is right the first time.
Rental properties
Rental income and expenses on Schedule E, including depreciation.
Multi-state returns
If you lived or worked in more than one state, I prepare each state return.
Amended returns
Fixing a return you already filed, using Form 1040-X.
IRS or state letter support
Got a notice in the mail? I’ll help you read it and work out what to do next.
Self-employed & 1099
For anyone paid on a 1099 instead of a W-2, whether it’s a side gig or the whole income.
Schedule C & Schedule SE
Business income and expenses, plus the self-employment tax that goes with them.
1099-NEC income
Freelance and contract work reported correctly, whether it arrived on one 1099 or several.
Quarterly estimated taxes
Working out what to pay each quarter so April holds fewer surprises and you stay clear of underpayment penalties.
Deduction review
A look through your expenses for the deductions you’re entitled to, like a home office or mileage.
Notary & planning
Notarizations happen in person by appointment. Planning and document review can be done by phone or video.
Notary public services
In-person notarization by appointment, for individuals and small businesses.
Tax & financial planning
A look at next year’s taxes while there’s still time to adjust withholding or estimated payments.
Document review by appointment
Bring a document you’re unsure about and we’ll go through it together.