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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.

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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

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—Small business returns

             Schedule C

             Schedule F

             Schedule E

             S-Corps and Partnerships

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—Multi-state filers

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—Self-employed & gig income

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—Prior year & amended returns

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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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