Individual Federal, State and Local tax return preparation

Individual tax planing

S Corporation tax returns

Partnership tax returns

Corporate tax returns


Individuals can start by downloading the tax organizer, complete it as best you can, then return the organizer plus copies of your 1099 and W-2 forms to me.

The tax organizer is designed to collect the information needed to prepare your return.  It makes things more efficient and is appropriate for many people. However, some people prefer not to use this approach and would rather have a consultation to discuss their tax situation.  I am pleased to be able to work with you either way.

If you need S Corporation, Partnership, or Corporation tax return preparation services, please call me or email me.

Tax planning is now a year round activity.  Contact me anytime to discuss your tax planning requirements.