Tax Preparation
Accurate federal & state returns for individuals and businesses—on time, with complete documentation.
Trusted accountant and problem solver
Let us handle the complex tax matters so you can focus on what matters most to you
Professional tax preparation, proactive planning, and IRS/state representation for individuals and small businesses. Clear communication. Organized workflows. Calm, deadline-driven execution.
Credential
Enrolled Agent (EA) — federally licensed
Support
IRS & state notices, audits, and collections
Experience
12+ years in accounting & tax
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CLARITY
We explain what’s being filed (and why) in plain English.
PLANNING
Proactive strategies to reduce surprises and improve outcomes.
CONFIDENCE
Notices and deadlines become manageable with a clear plan.
Key services
Visually organized support—each service includes a clear “what this does” description.
Tax Planning
Proactive strategies to minimize your tax bill year‑round and reduce surprises.
Small Business & Entity Tax
C‑Corp, S‑Corp, Partnership support—plus formation planning when structure matters.
Bookkeeping & Cleanup
Organize your books, reconcile accounts, and create clean financials you can trust.
IRS & State Representation
Notices, audits, appeals, collections, liens & levies—calm, structured advocacy.
Sales & Local Taxes
Sales tax returns, state & local filings, and specialty filings when needed.
Not sure what you need?
Schedule a consult and we’ll map out the best next steps.
See the complete service list
- Individual federal and state tax return preparation
- Individual federal and state estimated tax payments
- Individual tax planning
- Tax planning for small businesses and sole proprietors
- Corporate tax return preparation for both C and S Corps
- Corporate formation tax planning
- S corporation tax planning
- Partnership tax return preparation
- Sales tax return preparation
- State and local tax filings
- Excise tax return preparation
- Exempt organization tax return preparation and planning
- Amended tax return preparation
- Individual notice responses and representation before the IRS and state tax authorities
- Offers in compromise and audits
- Appeals, collections, liens and levies representation before the IRS and state tax authorities
How it works
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1
Discovery
We clarify goals, deadlines, tax years, entities, and any notices.
2
Checklist
You get a simple document list so gathering info is fast and organized.
3
Prepare + review
We prepare and review together—so you understand what’s filed and why.
4
Ongoing planning
Quarterly check‑ins and proactive adjustments for owners and self‑employed.
Have a deadline?
Bring the notice date—early action usually means more options.
Client testimonials
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Experience
12+ years
Clients served
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Availability
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Focus
Individuals + small business
Ready to get your finances on track?
Book a consultation and we’ll build a clear plan.
About
Personal bio section (EA) — experienced, responsive, and calm under pressure.
{YourName}, EA
An experienced Enrolled Agent with over 12 years of experience in the accounting world. I help individuals and small businesses with tax preparation, proactive planning, and representation when IRS or state notices arrive.
- Clear communication and practical next steps
- Organized documentation and checklists
- Year‑round planning for owners
What is an Enrolled Agent (EA)?
An enrolled agent is federally licensed by the IRS and authorized to represent taxpayers before the IRS.
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Affiliations / social proof
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Contact
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