Skip to content
Our Services

Six tax services, handled with care.

Individual and state returns, small business tax, IRS representation, year-round planning and back-tax compliance — for our existing clients, individuals and businesses alike.

US Tax Filing

15+ Years of US Tax Law
— Across Every Return Type

Karen prepares individual and business returns for W-2 households, self-employed clients, LLCs, partnerships and S-corps.

  • IRS Enrolled Agent with federal representation rights
  • Individual, state and small business returns under one roof
  • Back-tax and compliance help when a return was missed
  • Year-round planning so decisions are made before the deadline

Return summary

Filed
Form 1040 — Individual Federal + state
Schedule C — Self-employed Income and expenses
Form 1040-ES — Estimates Quarterly payments

Documents received

4 of 4 complete

A tax professional and a client reviewing a printed tax return and a calculator together at a desk

Individual Tax Preparation

Personal returns prepared with care and reviewed line by line before they are filed.

  • Federal individual returns
  • Deductions and credits review
  • Prior-year returns
  • E-filing and refund tracking
Contact Us
A laptop and printed state tax forms on a desk beside a simple map of the United States

State Tax Returns

State and multi-state returns prepared together with your federal return, so everything lines up.

  • Resident and non-resident returns
  • Multi-state filings
  • Federal and state coordination
  • E-filing and tracking
Contact Us
A small business owner at a counter with a laptop, receipts and a notebook, with the shop behind

Small Business Tax

Clear, compliant tax support for small business owners and the self-employed.

  • Business and self-employed returns
  • Quarterly estimated taxes
  • Expense and deduction review
  • Entity-specific filings
Contact Us
A tax professional and a client calmly reviewing an IRS notice letter together at a desk

IRS Representation

As an Enrolled Agent with federal representation rights, Karen can speak to the IRS on your behalf.

  • Notice and letter responses
  • Audit support
  • Payment plans and installment agreements
  • Representation before the IRS
Contact Us
A planner, calendar, calculator and notebook with simple charts on a bright desk

Tax Planning & Strategy

A proactive plan that looks at your income, deductions and investments before deadlines arrive.

  • Year-round strategy sessions
  • Scenario planning before you commit
  • Reducing what you owe, legally
  • Planning ahead for next season
Contact Us
Neatly organized folders of past-year tax documents with a calendar and a checklist on a tidy desk

Back Taxes & Compliance

Get caught up on past-due returns and balances and get back in good standing.

  • Unfiled prior-year returns
  • Catching up on past-due filings
  • Balance and payment options
  • Staying compliant going forward
Contact Us

Not sure which service fits? Send us a quick note.

The Process

Three steps. No surprises.

1

Discover

A confidential review of your current return, entities and prior filings — and what the next few years should look like.

2

Strategize

We model scenarios, identify exposure and sequence the moves that actually reduce what you owe.

3

Execute

Filings prepared, documented and submitted on time — with a clear plan you can act on before year end.

Already a client? Access your secure portal.

Documents, e-signatures and payments in one place.

Call Now