Services
What I do
Business Tax Returns
US Corporation return 1120; S-Corp return 1120-S; Partnership return 1065
Individual Returns
1040
Special Requirements
Report of Foreign Bank and Financial Accounts (FBAR); tell me what you need and, if I can't do it, I'll find a preparer who can.
My Working Process
Consultation
Together we’ll meet online to discuss the documents you provided via secure portal, answer questions and make sure I have everything I need.
Proposal
Once I’ve determined I have everything I need to proceed, I’ll provide an estimate of cost. If you approve, I require half down payment. Other half is paid upon completion.
Tax Preparation
Here’s where my knowledge and experience along with my calculator get busy and prepare your tax return.
Review
Again we meet online to discuss the finished return. When you are ready to sign and agree to the filing of the return, signing is done electronically and filing is done via e-file per IRS requirements.