Preparing accurate federal and state income tax returns for individuals, maximizing refunds through proper deduction and credit identification.

• W-2 and 1099 income reporting
• Itemized deductions and credit optimization
• Multi-state return preparation

Filing Schedule C, partnership, S-Corp, and C-Corp tax returns with strategies to minimize tax liability while maintaining full IRS compliance.

• Schedule C, 1065, 1120-S, and 1120 preparation
• Business expense maximization
• Depreciation and Section 179 deductions

Helping freelancers, gig workers, and self-employed individuals navigate quarterly estimated taxes, deductions, and self-employment tax reduction strategies.

• Quarterly estimated tax calculations
• Home office and vehicle deductions
• SEP-IRA and Solo 401(k) strategies

Filing amended returns to correct errors, claim missed deductions or credits, and respond to IRS discrepancy notices on previously filed returns.

• Form 1040-X preparation
• Missed credit and deduction recovery
• Prior year return corrections

Year-round tax planning that goes beyond preparation — projecting tax liability, timing income and deductions, and implementing strategies to reduce what you owe.

• Mid-year tax projections
• Income timing and deferral strategies
• Entity structure optimization

Providing documentation, representation, and advocacy when the IRS selects your return for examination, from correspondence audits to in-person meetings.

• Audit response letter preparation
• Documentation compilation and organization
• In-person audit representation