Individual Services

I specialize in preparing Federal and state individual income tax returns, regardless of your location or the complexity involved. I also offer bespoke consulting services to address a wide range of issues—from navigating uncommon scenarios to resolving disputes with tax authorities.

Clients benefit from my experience representing hundreds of taxpayers before the IRS. Whether you need assistance with prior year filings, audits, or IRS Notices and Letters, I provide solutions that bring clarity and assurance. In addition, I offer technical and strategic guidance based on your unique tax profile, helping you plan more effectively for the future.

Let me handle your tax concerns with confidence and professionalism—so you can focus on what truly matters.

Compliance

I offer a variety of individual income tax services, including:

Preparation of Form 1040 and all supporting schedules;
State income tax return preparation;
Preparation of amended Federal and state income tax returns;
Calculation of quarterly estimated tax payments; and
Strategic resolution of prior year noncompliance, including late filings and analysis of Federal tax account transcripts.

My services promote technical accuracy, reduce potential exposure to penalties, and support ongoing compliance with Federal and state tax requirements.

Consulting

I help individuals and families navigate complex financial situations with ease. My consulting services include:

Pro forma return preparation – Estimate your tax liability in advance to inform decision-making and avoid surprises.
Filing status and credit guidance – Receive advice on selecting the correct filing status, claiming dependents, and determining eligibility for valuable tax credits.
Strategic tax planning – Optimize your financial outcome through planning for IRA rollovers, stock and real estate transactions, and rental property income.
International tax matters – Resolve foreign income, tax treaty, and residency issues with specialized guidance.
Financial wellness support – Get practical insights on budgeting, retirement, and long-term financial planning.

Whether you're making major financial decisions or seeking guidance on specific tax matters, I offer personalized support to help you achieve your goals.