Individual Tax Preparation

Whether your tax return is simple or complex, I will work with you to ensure that you're taking advantage of all available tax benefits and deductions, helping you maximize your savings.  Experience:

Income Types 

• Independent contractors
• Dividend/ Interest/ Investment 
• (ESPP) Employee Stock Purchase Plans 
• (ISO) Incentive Stock Options 
• (RSU) Restricted Stock 
• Foreign earned income 
• Foreign investments/ FBAR
• Pensions/ IRA's/ Annuities
• Rental Property
• Sales of stock, real estate & other property 
• Bitcoin & Cryptocurrency 
• Self-employment 
• Ministers & Clergy Members 

Special Situations 

• Divorce & child custody arrangements 
• Household employee taxes 
• Multi-state tax returns 
• Sale & purchase of home 
• Starting & closing a business 
• Tax planning 

Tax Deductions

• Casualty & theft losses 
• Charitable giving 
• Children & dependents 
• Childcare expenses 
• Earned Income Credit 
• Education & students 
• Home office expenses 
• Home ownership
• Medical & dental expenses 

My business tax preparation services ensure that your taxes are filed accurately and in a timely manner. I work with businesses of all sizes and types, helping to navigate complex tax laws and regulations to minimize your tax liabilities.

Business Entity Types 

• Sole-proprietors/ Self-employed 
• Limited Liability Companies (LLC's)
• Partnerships 
• S-Corporations 
• C-Corporations 
• Estates & Trusts 

Industries Serviced 

• Performing Artists 
• Farming
• Manufacturing 
• Medical & Professional Services 
• Restaurant & Food Services 
• Transportation & Trucking 
• Retail Sales
• Distributors 
• Wholesale 
• Real Estate