When you're ready to get started on your tax preparation, we gather the necessary documents:
For Personal Tax Returns:
- The last return that was filed
- Any income documents, including W2s, 1099s, Interest and Dividend Statements
- Any other income you have (for example, do you have a rental property?)
- Mortgage interest documents
- Proof of property tax payments
- Evidence of Quarterly Tax payments
- Did you incur expenses, such as large medical expenses in excess of $12,400 (Single) or $18,650 (Head of Household), or $24,800 (Married)
- Charitable Contributions
- Estimated Cost of Preparation: $400-600
Contact me to get started today.
For Business Tax Returns:
- Is this your first year filing your return as a business owner?
- How is your business formed (LLC, Sole Proprietorship, Partnership, Corporation)?
- Do you have employees?
- Did you issue 1099s or W2s?
- Do you have current Financial Statements?
- Estimated Cost of Preparation: $600-1200
Contact me to get started today.
Enrolled Agent
The Highest Credential the IRS awardsThe Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled Agent is the highest credential that the IRS awards. I have been an Enrolled Agent since 2016.
Authorized e-File Provider
Keeping Your Data SafeSafeguarding IRS e-files from fraud and abuse is the shared responsibility of the IRS and Authorized IRS e-file Providers. Providers must be diligent in recognizing and preventing fraud and abuse in IRS e-file.I have been an Authorized e-file Provider in my own practice since 2016.
Tax Representation at the Highest Level
Admitted to Practice in the US Tax CourtI have been admitted to practice in the US Tax Court. This means that I can handle even the most complex tax cases in the highest court in the US Tax System.
