SERVICES

WORK WITH ME

Bookkeeping Services for Small Businesses

  • Bank reconciliation
  • Preparation of financial statements

  • Sales tax filing

  • Process Accounts Payable

Individual/Small Business Tax Preparation

  • Tax Planning

  • Federal/State/Local

  • Free E-Filing

Notary Public Services

IRS Representation Services

  • IRS Liens and Levies

  • Installment Payment Plans

  • Innocent Spouse Relief

  • Offers in Compromise

  • Appeals Procedures

  • Penalty Abatement

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FREQUENTLY ASKED QUESTIONS

What if COVID has impacted me financially?

Use the COVID tax questionnaire here to document the financial impact COVID has had prior to your tax appointment.

 

I’ve submitted my tax return, when will my refund be deposited?

To find the status of your tax return, please click here: https://www.irs.gov/refunds. You’ll need your social security number, filing status, and exact amount of refund.

What should I bring with me to my first tax appointment?

When you schedule your appointment, you’ll receive an email from my office with a checklist of items to bring. You can also download the checklist here.

Can I drop off my tax return?

Of course! If you are in a time crunch, always feel free to drop off your tax returns or submit your tax documents through my secure portal. For the safety of your personal information, I will not accept emailed tax documents.

How can I schedule an appointment?

You can schedule an appointment online by clicking here.