Expert Tax Preparation & IRS Resolution

Maximize your tax savings with our expert tax preparation for all states. We also specialize in fast-tracked debt resolution with the IRS and State authorities. Bilingual support available (Hablamos Español).

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Complete Tax Preparation & Resolution

From simple individual returns to complex IRS debt, our certified professionals and tax agents ensure maximum savings and complete compliance.

Individual Tax Returns

Professional preparation of federal and state returns with maximum deduction identification.

Form 1040 Preparation
Itemized Deductions
Schedule C (Self-Employment)
Multi-State Filing (All States)

Real Estate Tax Planning

Specialized strategies for property owners, investors, and professionals.

Rental Property Income
Depreciation Strategies
1031 Exchanges
Capital Gains Optimization

Investment Tax Services

Expert handling of investment income, gains, and complex instruments.

Stock & Bond Transactions
Cryptocurrency Reporting
Dividend Income
K-1 (Partnerships/S-Corps)

Personal Bookkeeping

Organized records and expense tracking for accurate returns and easier planning.

Monthly Reconciliation
Expense Categorization
Receipt Management
Financial Reports

Education Tax Benefits

Maximize credits and deductions for students and families.

American Opportunity Credit
Lifetime Learning Credit
Student Loan Interest
529 Plan Strategies

IRS & State Debt Resolution

Professional resolution of tax issues with all federal and state agencies.

Fast-Tracked Debt Resolution
Audit Defense & Representation
Payment Plans & OIC
Penalty Abatement
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Our Streamlined Tax & Intake Process

From initial consultation to final filing, we make tax preparation simple, efficient, and stress‑free.

1

Expert Tax Consultation

An expert consultation at applicable rates to understand your unique tax situation and identify savings opportunities. Discounts may apply.

  • Personalized review
  • Savings opportunities
  • Plan of action
2

Secure Document Intake

Our secure client portal and comprehensive checklist make document submission simple and safe.

  • Secure portal access
  • Comprehensive checklist
  • Guided support
3

Expert Preparation

Our certified tax agents prepare your return, searching for every possible deduction and credit.

  • Certified preparers
  • Maximum deductions
  • Strict accuracy review
4

Review & E-Filing

We conduct a detailed review with you before electronically filing for the fastest possible refund.

  • Client-facing review
  • Secure e-file submission
  • Refund tracking

Essential Tax Tips & Insights

Stay informed with expert advice and strategies to maximize your savings year‑round.

Record Keeping Best Practices

Maintain organized records to maximize deductions and simplify preparation.

Retirement Contribution Limits

Maximize savings while reducing current‑year tax liability.

Home Office Deduction

Understand requirements and maximize your home office deduction.

Education Tax Credits

Navigate education benefits and choose the best credits.

Investment Tax Strategies

Optimize your portfolio with tax‑efficient strategies.

Year‑End Tax Planning

Strategic moves before December 31st to minimize liability.

Contact Me

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Schedule a Consultation

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Direct Contact

Reach out via phone, email, or schedule an appointment.

Visit Us

Appointments available. We're open Monday to Saturday.

Hablamos Español | Military Discounts Available