Forms 1040, 1065, 1120-S
Tax preparation
Personal and business returns, prepared and reviewed before you sign.
- W-2, 1099 and self-employment income
- Rental property and investments
- Multi-state returns
Services
Every tax service, one person to call
Use one service or all four. Your documents and history stay in one place.
Estimates and entity choice
Tax planning
A plan for the year ahead, so April holds no surprises.
- Quarterly estimated payments
- S-corp vs. sole proprietor review
- Retirement contribution strategy
Monthly close
Bookkeeping
Clean books that are ready for your return and for any lender who asks.
- Bank and card reconciliation
- Profit and loss each month
- Cleanup of past-year books
Forms 941, W-2, 1099-NEC
Payroll
Paychecks on time and payroll taxes filed correctly.
- Direct deposit and pay stubs
- Quarterly and annual filings
- Year-end W-2 and 1099 forms
Free tool
Federal tax estimator
A quick estimate for the 2025 tax year, using ordinary-income brackets and the standard deduction.
Estimated federal tax
$0
Taxable income$0
Deduction used$0
Marginal rate0%
Effective rate0%
Estimate only. It leaves out credits, self-employment tax, state tax and other situations. Book a session for a real number.
Schedule online
Choose a session
Both sessions are one-on-one by Zoom, Google Meet or phone. Upload your documents beforehand so we use the time well.
45 minutes
Focused consultation
$150
For a quick question, a single-topic review or a follow-up.
- Return questions and notices
- One topic, answered fully
- Clear next steps
60 minutes
Tax planning session
$495
A full review of your situation, with strategies to lower this year's and next year's tax.
- Advance review of your documents
- Entity, retirement and estimated-tax planning
- Written summary of recommendations
Appointment fees are non-refundable unless I cancel. Reschedule at least 1 hour ahead.
How it works
Four steps, no office visit
Step 1
Schedule
Request a session and pick a time that suits you.
Step 2
Upload
Send documents through a secure, encrypted portal.
Step 3
Preparation
Your return is prepared, and anything that needs your input is flagged.
Step 4
Sign and file
Review, e-sign, and I file on your behalf.
Get in touch
Tell me what you need
Send an enquiry and I reply within one business day.