I’m a tax gal who knows there’s more to life than death and taxes. My goal is to help you understand how to plan around the inevitability of paying taxes while you work toward and achieve your goals and dreams. Specific services include:
General Tax Preparation
Tax returns for individuals may include income from wages, investment income, rentals, small businesses, etc.
Business Tax Preparation
On the business side of things, I provide expertise in sole proprietorships, partnerships, LLCs and corporations.
Estate and Trust Tax Preparation
In addition to filing the final Form 1040 after the death of a family member, I can also help with estate and trust tax returns.
Tax Planning
Life changes can have tax consequences. Marriage, divorce, children, home purchases, losing jobs, getting new jobs, moving, aging, death all these experiences present tax planning opportunities. I can help you get perspective on the changes and understand how these events may impact your taxes.
Estimated Tax/Quarterly Tax
Estimated tax payments may be included as part of the tax return. I work with you to understand what your anticipated income and withholding situation is for the coming year and establish the quarterly payments to pay in what we calculate you will owe.
Business Consulting
I offer consulting on different aspects of your business. This includes deciding what entity to form, understanding the process for adding employees, and setting up financial tracking systems. The needs of a business range from simple questions to more complex planning discussions. Additionally, the needs change over time and as aspects of your life change.