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Tax Prep & Planning

Full-service tax preparation, done the way it should be.

Whether it's an individual return or a business filing, I give every return the same level of care — reviewed thoroughly, filed electronically, and handled by someone who actually knows your situation.

Planning is also important. Understanding your numbers, life changes, and knowing what's coming next season is just as much a part of the process as the return itself.

Who I Work With

—Individual returns 

             Form 1040, all schedules

—Small business returns

             Schedule C

             Schedule F

             Schedule E

             S-Corps and Partnerships

—Multi-state filers

—Self-employed & gig income

—Prior year & amended returns

How It Works

01

Choose Your Style

Meet virtually or in person at The Studio - whichever fits your life better

Whether you're ready to book an appointment, or just have a few questions for me first, I'm happy to help

Ready to Get Started?

02

Share Securely

Share documents however works best for you - dropped off, mailed, or uploaded securely through the client portal

03

Review and File

I will walk you through your completed return - nothing gets filed until you understand it.

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