Accurate returns, and a plan for next year, not just this one.
Tax software can total numbers. It can’t tell you whether your business should be structured differently, whether last year’s return missed something, or whether a move across state lines changed what you owe. That’s the part I do.
What I prepare
Individual returns.
Form 1040 returns for individuals and families.
Business and self-employed returns.
Partnership returns (1065), S-corporation returns (1120-S), and C-corporation returns (1120), along with the personal returns of the people who run them.
Amended returns.
If a return that’s already been filed, by you or by someone else, needs a correction, I can fix it.
Prior-year and back-tax returns.
If you’ve fallen behind, whether it’s one year or several, I can help you get current.
Multi-state returns.
If you lived, worked, or ran a business across state lines during the year, I handle the returns for every state involved.
Tax planning, not just tax filing
Most people only think about their taxes once a year. I’d rather talk with you before the year is over, while there’s still time to make a decision that actually affects what you owe.
How we’ll work together
01
We talk.
We can meet either virtually or in person (if you’re near Delaware, OH).
02
You send your documents.
You can either drop off the hard copies or upload them securely to my client portal.
03
I prepare your return.
I’ll reach out to you with questions or clarifications during the process if needed.
04
We go over it together.
Before I file anything, I’ll let you review the return to make sure everything looks right.
Send me what you’ve got
I’ll help you sort through your documents to make sure I have everything I need.
Book a tax consultation
For individuals, businesses, and clergy.