Tax Prep & Planning
Individual-first tax work with smart planning — and support for your small business or single-member LLC when life and work mix.
What I handle
- Federal & state 1040 returns (Schedules C, E, etc.)
- Single-member LLC & side-business reporting
- Quarterly estimates and safe-harbor strategy
- Withholding tune-ups and retirement contribution planning
- State/local nuances (county, city, and credits)
- IRS notices, amendments, and follow-through
How planning helps
- Fewer surprises — cash set aside on purpose
- Better deduction capture across personal & business
- Entity and timing choices that lower lifetime tax
- Year-round decisions aligned with your goals
Pricing
Individual Returns
$120+/return
Fee depends on forms and schedules required (e.g., Schedules C/E, credits, state filings).
Business Returns
$350+/return
LLC, S-Corp, and C-Corp returns; pricing varies by complexity and supporting schedules.
Base pricing. Actual fees vary according to complexity, number of forms, state filings, and required schedules.
Project work is scoped and approved in a signed engagement letter before kickoff.