Tax Services

Individual Income Tax Compliance

Individual Tax Preparation

The federal tax preparation process can be complex and overwhelming. I offer comprehensive federal tax preparation services to ensure you meet all requirements and maximize your refund. I'll help you navigate the intricacies of federal taxation with ease.

Estate & Gift Tax Preparation

Upon the death of a loved one, the estate may be subject to federal and state estate taxes. I can help you navigate the complexities of estate tax preparation and ensure compliance with all applicable laws.

Naturally, gift tax preparation is also an important aspect of estate planning. Utilizing the gift tax annual exemptions can reduce the tax burden on your estate. I can assist you with the preparation and filing of gift tax returns, ensuring compliance with all applicable laws.

What is an Enrolled Agent?

As an Enrolled Agent, I have the highest credential the IRS awards. My status grants me unlimited practice rights to represent taxpayers before the IRS. The same ability as an attorney or CPA, except my credential derives authority from the federal government, instead of a state issued license, allowing more flexibility across state lines. The National Association of Enrolled Agents (NAEA) has more information available on enrollment.