Please note that pricing will be determined based on the scope and complexity of the service engagement.

I provide personalized individual tax preparation services designed to make the process simple, efficient, and financially beneficial for you.

I’ve worked with a wide range of individual tax situations and bring hands-on experience across areas such as:

• W-2 income and multi-state filings

• Investment income, including capital gains and losses

• Retirement income and distributions (IRAs, 401(k)s, pensions)

• Roth IRA strategies, including backdoor Roth contributions

• Equity compensation (ESPPs, RSUs, Incentive Stock Options)

• Rental real estate (Schedule E) and passive activity considerations

• Itemized deductions, including charitable giving and mortgage interest

• Sale of a personal residence

• Cryptocurrency transactions and reporting

• Self-employment and side income (Schedule C)

• Various tax credits and deductions (education credits, child tax credit, etc.)

I take the time to understand your full financial picture so your return reflects your unique situation—not a one-size-fits-all template.

• Tax Minimization—Done Right
  I work to legally lower your tax liability by identifying and applying all eligible deductions, credits, and strategic opportunities within the tax code.

• Accuracy & Compliance
  I ensure your return is complete, accurate, and aligned with IRS requirements—helping you avoid costly mistakes, penalties, or missed reporting.

• Clarity & Confidence
  I explain what’s happening on your return so you understand your tax position and feel confident in the outcome.

• Time Savings & Simplicity
  I handle the complexity so you don’t have to. My process is streamlined, organized, and designed to make filing as easy as possible.

• Forward-Looking Insight
  Beyond filing, I identify opportunities and considerations that can improve your tax situation in future years.