What I do
Services for individuals and businesses
From a straightforward individual return to complex business filings and IRS representation, handled with precision and personal attention. One person, start to finish, all year.
Tax, accounting and IRS help
- Individual returnsCareful Form 1040 preparation for every stage of life, with the time taken to find what you're entitled to.
- Business returnsReturns for every kind of small business, with planning through the year instead of a scramble in March.
- IRS representation and noticesGot a letter? Don't call the number on it first. Send it to me: I'll read it, explain it, and deal with the IRS for you.
- Bookkeeping and payrollClean books all year, so tax time isn't a shoebox. Payroll runs through trusted partners, and I handle the tax side.
- Tax planning and estimatesAdjusting in June beats reacting in April. We look at where you really stand and fix problems while they're fixable.
- Entity setup and SunbizStarting something new? We'll pick the right structure in plain English, then keep Florida's paperwork on schedule.
Planning through the year
- Mid-year tax checkupA paid, focused session in the middle of the year: withholding, estimates and a projection of where you'll land.
- Quarterly estimated taxesEach quarter's payment calculated from your real year-to-date numbers, with the amount, the due date and how to pay.
- 2026 estimated taxesThe due dates, a quick safe-harbor estimator and the ways to pay, all on one page.
Not sure which of these fits? Every return starts from a posted base fee, and anything outside the menu is quoted before I begin. See the fee schedule, try the fee estimator, or start here if you're new.
Questions? Let's talk it through.
The first conversation is free, with no pressure. Book a time that suits you, or just call.