Tax Services
Titles can be confusing, but if I had to pick a single title I would simply call myself a Tax Consultant. I am federally licensed as an Enrolled Agent which means I have unlimited rights to represent taxpayers before the IRS. I can help you do your taxes, assess future choices that might affect your taxes so you can plan in advance, and help set up businesses to get the most tax advantage. I am specially qualified to deal directly with the IRS on your behalf anytime you have a problem, so you don’t have to.
Tax Preparation & Planning
Personal Taxes
Business Taxes
I know how daunting taxes can be, but lucky for you I actually live for a good puzzle and doing taxes is my outlet for problem solving. With over 25 years’ experience I have done thousands of personal and business returns. I enjoy helping clients feel in control of their taxes by breaking down the process into clear steps and accessible language. I also do tax planning by helping you assess future choices to ensure the greatest tax benefit. It’s important to me that you feel comfortable throughout the whole process which means I am always here to answer your questions. For those looking for a hands-off approach, we offer a secure portal where clients can just upload all their documents and leave the rest to us! Whatever your style, Small Biz Tax Pro has you covered.
Tax Resolution
Tax resolution is the process of helping you address any tax problems you have on current or previous tax returns. This usually starts when the IRS, or the state, has sent you a letter saying you owe money! As an Enrolled Agent I am at the highest level of Tax Certification per the IRS and thus most qualified to handle these sort of scenarios for individuals and businesses. I will be there with you through the whole process, pleading your case to the IRS, helping you organize and submit your documents, negotiating better terms and lastly, helping you to better prepare yourself for future tax returns. Tax resolution can be a scary process, it’s always best to have a professional on your side.
Business Formation
When it comes to starting a business there are a lot of boxes to check. Make sure you cover all your bases by allowing me to help you set it up. I can help you decide on what business structure will give you the greatest tax benefit, help you incorporate, hep you obtain a federal ID number so you can open a bank account. I also help you to make sure you meet filing deadlines and ultimately do your taxes. We also have referrals for book keepers, financial advisors and health insurance brokers to name a few. Small Biz Tax Pro is a one stop shop for Small business owners.