Personal Tax Services
Navigate tax season with confidence. We provide personalized, professional tax services so that your taxes are done on time and accurately so you don’t pay more than you owe.
Core Services
Comprehensive Federal & State Filing: Accurate preparation of your annual returns to ensure compliance with the latest tax laws.
E-File: complimentary e-file with all tax services
Review: All tax clients have the option for a review meeting prior to filing to ensure confidence in final returns.
IRS & State Correspondence: Professional assistance in responding to notices or inquiries from tax authorities, providing a buffer between you and the IRS.
Why Choose a Professional Partnership?
Beyond the Software: Unlike DIY software, I offer a human perspective to identify deductions and credits specific to your unique life situation.
Secure & Flexible Process: Share your documents via a secure digital portal or meet in person - whatever fits your schedule.
Nationwide Reach: While I am based in the North Shore, I leverage cloud-based technology to serve clients located anywhere in the country.