Tax preparation costs vary based on the complexity of your return, your entity type, and the number of forms required. Individual returns with straightforward W-2 income are less complex than business returns for S-Corps or LLCs with multiple schedules. We offer transparent pricing for all our tax services. You can view our complete pricing on our [Pricing Page], or we can discuss your specific situation during a free discovery call to provide an accurate quote.

Tax preparation is filing your return based on what already happened last year. Tax planning is proactive strategy throughout the year to minimize what you'll owe in the future. Planning involves timing income and expenses, maximizing deductions, choosing the right business structure, and making strategic financial decisions. We offer both services and recommend combining them for the best results.

Yes. As an Enrolled Agent, I'm federally authorized to represent taxpayers before the IRS for audits, collections, and appeals. This means I can speak directly with the IRS on your behalf, negotiate payment plans, respond to notices, and advocate for your best interests. You don't have to face the IRS alone.

The discovery call is a relaxed, no-pressure conversation where we get to know you and your tax situation. We'll discuss your current tax needs, whether you're looking for preparation, planning, or resolution services, and what challenges you're facing. You can ask questions about our services, pricing, and how we work. By the end of the call, we'll have a clear picture of your situation and can recommend the best approach. There's no obligation, it's simply a chance for us to see if we're a good fit.

For tax preparation, the earlier the better. We start accepting tax appointments in January, and scheduling early gives you plenty of time before the April deadline, reduces stress, and often means faster refunds. If you're interested in tax planning, you can schedule anytime throughout the year. For tax resolution issues, reach out as soon as you receive an IRS notice or realize you have unfiled returns, the sooner we address it, the more options we have.

Absolutely. Switching accountants is more common than you might think, and we make the transition smooth and straightforward. We'll request necessary documents from your previous accountant, review your prior returns to understand your tax history, and get you set up in our system. We respect professional relationships and handle transitions with courtesy and discretion.

Yes. We prepare prior year tax returns for clients who have unfiled returns or need to amend previous filings. Whether you're one year behind or several years behind, we can help you get compliant, resolve any issues with the IRS or state, and create a plan to stay current going forward. The sooner you address unfiled returns, the better, so don't hesitate to reach out.