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Individual & family tax preparation

Preparation support for individual returns, including common income sources, dependents, and credits or deductions that may apply to your facts. We review your information and explain the return before you authorize filing.

Self-employed & small business taxes

Support for freelancers, independent contractors, and Schedule C business owners. We help you understand the income, expenses, and records needed to prepare your return.

Tax planning

Conversations about preparing for future tax obligations and changes in your income or business. Recommendations depend on your circumstances and the scope of the engagement.

Bookkeeping

Help organizing business financial records so you have a clearer picture of income and expenses. Contact us to discuss your current records, needs, and available support.

Amended returns

Help reviewing a previously filed return and identifying whether a correction may be appropriate. Timing, documentation, and eligibility depend on the issue.

ITIN application assistance

Guidance through the Individual Taxpayer Identification Number application process, including Certifying Acceptance Agent assistance where applicable. The IRS makes the final determination.

How to get started

Contact us with the type of service you need. We’ll discuss the scope, pricing, document requirements, and available virtual or in-person options before you begin.

Fees are provided based on the service and complexity. Refund amounts, IRS acceptance, processing times, and ITIN approval depend on individual facts and agency decisions.