What I Offer

Form 1040 is the standard form individual taxpayers use to file their annual income taxes. With all the changes to the income tax return for tax year 2018 and beyond — including the elimination of Form 1040-A, Form 1040-EZ, and the personal exemption — let my experience save you time and ensure you receive every deduction you're entitled to.

• Form 1040 preparation
• All filing statuses
• Itemized & standard deductions
• Investment income
• Retirement distributions

Good tax preparation isn't just about filing — it's about planning ahead. I help clients understand their tax situation year-round so there are no surprises come filing season. Whether you're a first-time filer or a long-time client, I'm here to answer your questions and guide you through every step.

• Year-round availability
• Life event tax planning
• Withholding guidance
• Estimated tax payments
• First-time filer support