


Small Business Owner

Freelance Consultant

Event Planner
We provide professional tax services for individuals and small businesses, including tax preparation, back taxes, amendments, IRS correspondence, tax planning, and year-round support. Services are provided virtually nationwide, with in-person appointments available by request.
You can schedule a free consultation by clicking any “Schedule Your Free Consultation” button on this page. Once booked, you receive confirmation details and next steps by email.
After booking, you’ll receive a checklist outlining any documents needed for your specific situation. We recommend bringing any relevant financial documents, such as tax returns from previous years, income statements, deductions, and receipts. Our team will guide you on exactly what you need.
Absolutely! We assist with both individual and business tax matters, including self-employed, income, small businesses, and multiple tax years if needed.
If you miss your appointment, please notify us as soon as possible. We’ll help you reschedule at the next available time to ensure your tax matters stay on track.
Yes. We prepare and file federal returns and most U.S. state tax returns. If your situation involves multiple states, we’ll review the details during your consultation and confirm any additional requirements or fees upfront.
Yes. We assist clients with IRS notices, letters, amendments, and audit support. If you’ve received correspondence from the IRS or a state agency, we’ll review it, explain what it means, and help you respond properly and on time.
Yes. We are assisted with business formation and set up, including LLC registration, EIN applications, and basic compliance guidance. During your consultation, we’ll determined the best structure for your business and next steps based on your goals.
