Services

With a deep understanding of ever-changing tax legislation, I will help you remain compliant with federal and state taxes.
My primary goal is to be your guide on a complicated tax journey to successfully achieve your financial goals with less tax exposure.

Tax Planning

Tax efficiency depends on timely planning, I will help you to assess whether your wealth is as tax efficient as possible, and review your short and long-term financial goals.

As a result, you may be able to boost the potential growth of your wealth, pension funds, or other investments.

I am available to talk to you during the year to plan your estimated tax and withholdings to avoid unpleasant surprises during tax season.

Tax Preparation

If you are a US citizen or resident you have to file income tax returns annually. I am here to help you to stay in compliance with the IRS and State tax agencies and to make the tax season journey as smooth for you as possible providing a deep understanding of your tax returns.

A personal approach gives a huge benefit of communication and understanding of the current tax situation to make sure all the required reporting is prepared and timely filed with the agencies.

Tax Problem Resolution

Every tax problem has a solution. If you received an IRS or State notice I will be your partner to resolve the issue. As an Enrolled Agent with the IRS, I have the right to represent you before the tax agency.

If you are behind on tax return filing, I will help you to gather the required information and prepare tax returns for prior years. I will make sure you will not miss the next tax deadline and you never feel stressed again during tax season.