Individual returns
Form 1040 with wages, investments, rental properties, self-employment and K-1 income.
Certified Public Accountant
Tax preparation for individuals and small businesses.
I prepare and e-file federal returns for families, S corporations and partnerships. You work with me directly, from the first document to the IRS acceptance notice.
Services
S corporations
Form 1120S with book-to-tax adjustments, depreciation, the balance sheet and a K-1 for each shareholder.
Partnerships and LLCs
Form 1065 with partner capital accounts and a K-1 for each partner.
Bookkeeping
Bank and card transactions categorized into a profit and loss statement and balance sheet that carry straight into your return.
Extensions and deadlines
Extensions filed on time, with estimated payments worked out so you know what is due and when.
Year-round questions
Ask about a notice, a new rental or a change in your business through the portal and get an answer from me.
How it works
- 1
Get your portal invite
You receive a private client portal for your household. Sign-in always asks for an authenticator code.
- 2
Upload your documents
The portal lists what is still needed for the year. Snap a photo or upload a PDF, and answer a short yearly questionnaire.
- 3
Review and sign
I prepare the return, walk you through it and send it for your signature.
- 4
E-file and follow up
Your return is e-filed, and the portal shows when the IRS accepts it. Your filed copy stays in the portal.
Your information stays protected
Documents never travel by e-mail attachment. The portal requires two-step sign-in, encrypts your data in transit and at rest, and shows each household only its own records. The practice follows a written information security plan under the FTC Safeguards Rule, and your information is used only to prepare your return, as Internal Revenue Code section 7216 requires.
Contact
New clients are welcome. Tell me a little about your situation (individual or business, and which tax years) and I will reply by e-mail with next steps.
Please do not include Social Security numbers or tax documents here. Once we agree to work together, you will get a secure portal invite for those.