Simplify Your Taxes with
We are currently accepting a very small number of individual & business clients who we deem a good match for our firm. To begin the process, please click the link below or call (214) 295-7264.
Min Budget required for an individual: $400
Min Budget required for a business: $1,200
Do you have Unfiled Tax Returns?
Stress Free Tax Prep
Filing taxes doesn’t have to feel overwhelming. Whether you’re staying current or catching up on years of unfiled returns, I make the process straightforward so you know exactly where you stand and what comes next.
I Know Why You Put Off Tax Prep
For many, tax season means stress, missing documents, confusing forms, and fear of what the IRS will say. And if you’ve fallen behind, that stress only multiplies. Late filings can trigger penalties, interest, or worse, but the longer you wait the harder it feels to start again.
My Solution
I meet you where you are, whether that’s a single return for this year or a stack of unfiled returns stretching back several years. My role is to handle the details so you can focus on moving forward.
Why Work With Me
Tax prep isn’t about filling in boxes on a form online. It requires accuracy, reliable communication with multiple parties, and an understanding of all the complicated terms. Clients work with me because:
- I’m an Enrolled Agent, federally licensed to represent you with the IRS.
- I take the time to explain what’s happening in plain language.
- I’ve helped countless individuals and businesses get back in compliance, even after years of delay.
- I offer year-round support, not just during tax season.
What’s Included in Tax Preparation
When you work with me, here’s what you can expect:
Step 1: Organize Your Tax Information
You’ll receive a simple organizer to help you gather the documents and details we’ll need to prepare your return.
Step 2: Submit Your Organizer and Documents
Upload everything through our secure client portal, or if you prefer, drop off or mail your paperwork directly to the office.
Step 3: Sign the Engagement Letter
Before we begin, you’ll review and sign an engagement letter outlining the scope of services and expectations so you always know what’s included.
Step 4: We Prepare Your Return
I’ll carefully review your documents, and if anything is missing, I’ll reach out by phone or through the secure portal to collect the details.
Step 5: Review Meeting
We offer a 20-minute review on Zoom, by phone, or in person, where we go through your return together and answer your questions.
Step 6: Completion & Filing
If any adjustments are needed after our review, I’ll make them and notify you when your return is finalized. Once approved, it will be filed securely.
Feel at Ease
Instead of wondering what you’ve missed or fearing the next IRS letter, you’ll know your returns are complete, accurate, and filed on time. Clients often describe the process as a weight lifted and the difference between living with uncertainty and finally having understanding.
Pricing
Minimum fees: $400 for individual returns, $1,200 for business returns. You’ll always know costs before we begin, with no hidden surprises.
Frequently Asked Questions
Find answers to common questions about our tax services and how we can assist you.
From the onboarding to the eFiling process, we communicate with you EVERY step of the way. You are never left to wonder where you are in the process.
You’re not alone. We regularly help clients who haven’t filed in 3, 5, or even 10+ years. We’ll reconstruct your returns, resolve your back tax issues, and get you back in good standing.
Absolutely NOT! We have a secure portal for your peace of mind.
Unfortunately we will not. Your tax bill is your responsbilitity. However, we will be happy to explore potential options with you in our tax relief department.