Services for Families & Individuals

Tax Services

Hassle-free, remotely if desired. I will listen to you when you share your concerns, help you understand the issues and answer all your questions.

Tax preparation & filing

I'll work with you to gather all relevant information and talk through your specific tax circumstances, then prepare and e-file your return. Together, we will maximize deductions and make tax time as stress free as possible.

Quartlery Estimates

If you have any income for which taxes are not being withheld (contract work, interest, rental, etc) you may need to make estimated payments each quarter to avoid penalties and a large tax liability. I will calculate the amount each quarter and give you instructions for payment.

IRS Communications Support

Help with IRS notices, audits, requests, and miscellaneous filings.

Notices & Audits

You don't have to panic if the IRS sends you a notice you weren't expecting, or lets you know you're being audited. I can support you in identifying actions steps, gathering documentation, and making a plan.

Miscellaneous filings

From official change of address forms to applications to mitigate double taxation when earning income from a foreign country, there are all kinds of one-off filings I can assist you in completing. 

IRS Debt Negotiation

If you owe back taxes that you can not afford to pay, I can help you file the necessary paperwork to negotiate with the IRS and potentially settle on a lower repayment amount. 

Financial Advice

My dream is for every individual to understand their finances enough to make good decisions for the present and the future. I would be thrilled to join you as you journey through this process.

Household Budgeting

Have you been thinking for awhile that you should have a budget, but haven't had the energy to sit down and make one? I can help you put together a budget and give you tips for sticking to it. Sometimes just seeing where our money goes can change the way we think about our finances.

debt repayment planning

We all know that paying more than the minimum payment on a debt means the debt will be repaid faster. But how do we prioritize when we have a mortgage, a car loan, student loans, and credit card debt? I can help you create a plan to get the most from your money and get out of debt as quickly and efficiently as possible. 

credit score repair

If your credit score is lower than you like, we can talk about some practical, easy-to-follow steps for improving this number that can be either a boost or a burden.