Services

I provide tax preparation services for individuals, business owners, and organizations, with a focus on accuracy, compliance, and timely filing. 

In addition, I offer limited tax advisory support related to tax preparation. This may include explaining how entity structure and tax elections can affect your filings, compliance obligations, and long-term tax considerations—so you’re not just filing a return, but understanding the decisions behind it. 

To begin, I recommend scheduling a brief call so I can understand your situation and outline next steps.

👉 Schedule a Free Introductory Call 

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Tax Preparation Services

Individual Tax Filing Services

• Form 1040 preparation, including Schedule C (self-employment) and Schedule E (rental real estate)

• Prior-year tax filings and corrections

• Federal and state estimated tax calculations, when required
  
  

Business & Entity Filing Tax Services

• Partnership returns (Form 1065)

• S Corporation returns (Form 1120-S)

• C Corporation returns (Form 1120)

• Guidance on S Corporation elections and entity structure decisions
  
  

Nonprofit Tax Filing Services

• Form 990 filings for tax-exempt organizations
  
  

Tax Advisory & Planning Support

Advisory services are provided on a limited, tax-focused basis and are intended to support tax preparation and compliance. I do not provide bookkeeping services, audits, or financial statement reviews. 

As part of tax preparation or a separate advisory discussion, I may:

• Review client-provided summaries or bookkeeping reports at a high level for tax relevance

• Identify major income categories and commonly applicable deductions

• Discuss startup costs and capitalization vs. expense considerations

• Flag items that may require clarification or additional documentation for tax purposes

• Discuss entity structure considerations (e.g., sole proprietor/LLC, S corporation, or C corporation) from a tax perspective, including how different structures may impact filing requirements, self-employment taxes, payroll considerations, and overall tax treatment

Advisory services are not ongoing monitoring and do not replace legal, accounting, or financial planning advice. Any advisory work outside the scope of tax preparation will be discussed in advance and quoted separately.

👉 Want to know more about timelines, deadlines, or what to expect?  View Frequently Asked Questions