Tax Return Preparation

In addition to form 1040 (personal income tax return), I also prepare small business income tax returns, including Schedule C (Sole Proprietorship), Schedule F (Farm), form 1120-S (S Corporation), and form 1065 (Limited Liability Company or Partnership).  I provide clients with an annual tax organizer, which you fill out, attach relevant tax documents and financial statements, and return to me.  I then prepare your return from the organizer and attachments.  I prefer to work through e-mail to resolve issues and discuss positions, but I am available to speak on the phone or to meet in person when necessary.  I also prefer to electronically file returns and deliver copies to clients as password protected .pdf electronic files.

Tax Planning/Consulting

Advocacy – I am available to communicate with the IRS regarding your tax returns, including drafting a response to notices and representation in the event of an audit. 

Tax Research – I am prepared to research and interpret the tax law. When unusual circumstances arise, I can help you to understand how the tax law relates. Together we can develop a strategy for your specific situation.

Tax Planning – When working with your tax return, I will review for planning opportunities that will allow you to lower your tax burden in future years.  At your request, I am available to meet for strategic tax planning after tax season, and to assist you in calculating quart erly estimated tax payments.

Choice of Entity – Tax planning for business begins with the selection of the form of business. There are many choices, including Subchapter-S Corporation, Limited Liability Company, and Sole Proprietorship. I can help you determine which is best for your enterprise.