“Very professional. Vast experience in navigating complex tax issues. Fast response to any questions we had.”
Services
Services
Let me walk you through this. Everything here is built around one idea: you shouldn’t have to figure things out on your own, or only once a year.
Let me walk you through this
Built around one idea
Everything here is built around one idea:
You shouldn’t have to figure things out on your own, or only once a year.
Some people just need a return filed correctly.
Some want ongoing support.
Some need deeper involvement as things grow.
This is structured so you can find what fits, and adjust as life or business changes.
For tax preparation
Tax Preparation
This is where we focus on getting your return prepared and filed correctly.
If you’re looking for clean, accurate filing with clear communication, this is where to start.
For ongoing support
Memberships
This is where support becomes ongoing.
Instead of starting from scratch every time something comes up, you have a steady place to go for questions, planning, and clarity throughout the year.
This includes access, guidance, and built-in protection through Handled Protection.
For specific decisions
Advisory Services
Sometimes you don’t need ongoing support, you just need to talk something through.
This is for one-time or focused conversations around specific situations, decisions, or questions.
For deeper, ongoing guidance
Financial Partnerships
This is for business owners who need more than occasional guidance.
Instead of checking in once in a while, I’m involved consistently, reviewing your numbers, helping you understand what’s happening, and guiding decisions as things move forward.
For churches and ministry
Church Financial Guidance
Church finances carry a different kind of responsibility.
This is built to support leadership with clarity, structure, and ongoing guidance, so decisions can be made with confidence and stewardship in mind.
Specific tax preparation services
Looking for help with a specific tax situation?
Six detail pages walk through the most common tax preparation engagements, with pricing notes, process steps, and answers to the questions clients ask most often.
Individual returns
Form 1040 with all schedules, federal and state, e-filed with year round access.
Business returns
Schedule C, partnership 1065, S corp 1120-S, and small C corp 1120 returns.
Multi state returns
Resident, nonresident, and part-year returns with credit for taxes paid analysis.
IRS notice response
Most routine notices reviewed and responded to on your behalf.
Amended returns
Form 1040-X amendments and matching state amendments within statute.
Year round advisory
Memberships, advisory services, and financial partnerships side by side.
At a glance
Compare the six tax preparation services
A quick reference table to help you find the right starting point. Most clients combine one or more of these with a Membership.
| Service | Best for | Typical timeline | Standalone or with Membership |
|---|---|---|---|
| Individual returns | W-2 earners, retirees, freelancers, and Schedule A households | 2 to 4 weeks during season | Either |
| Business returns | Schedule C, partnerships, S corps, small C corps | 3 to 6 weeks | Either, often paired with Planning Membership |
| Multi state returns | Remote workers, snowbirds, K-1 partners, real estate investors | 3 to 6 weeks | Either |
| IRS notice response | CP series notices, math errors, identity verification, missing income | 1 to 4 weeks depending on the notice | Standalone, included as guidance for Members |
| Amended returns | Missed deductions, corrected 1099s, life event changes | 3 to 8 weeks plus IRS processing | Either |
| Year round advisory | Owners and households making active tax decisions | Ongoing engagement | Membership or Advisory Services |
Guidance
Not sure where you fit?
That’s completely normal.
Most clients don’t come in knowing exactly what they need.
We’ll talk through your situation and figure out what makes the most sense, then adjust as things change.