Expert, CPA Led Tax Preparation & Strategy

Whether you’ve outgrown DIY software or you’re simply done with the annual hassle, it’s time to partner with a dedicated CPA.

Let me handle the complexities so you can focus on what matters most.

Your Time is Valuable. Your Taxes are Important.

For many successful individuals and business owners, the question isn’t whether you can file your own taxes.
It’s why you should.

Your time is your most valuable asset.

  • Busy Professionals: Reclaim your evenings and weekends no more digging for forms, fighting with software, or wondering if you missed something.

  • Business Owners: Your energy belongs on growth, customers, and strategy not depreciation schedules and basis calculations.

Choosing a qualified CPA isn’t just about compliance.
It’s a smart, executive-level decision.

You’re not just filing a return you’re ensuring it’s done right, on time, and with strategy in mind.

Why Partner With a CPA?

You get more than tax prep; you get a partner:

  • Year-round support for questions, planning, and major financial decisions

  • Accurate, timely filings with attention to detail you won’t find in DIY tools

  • Strategic tax planning built around your goals, not cookie-cutter software logic

  • Peace of mind knowing nothing was overlooked, rushed, or guessed

Transparent Pricing for Premium Service

My fees reflect expert review, professional judgment, and the peace of mind that comes from working with a CPA not simple data entry. Prices below assume clean, well-organized books.

 

Tax Process Timeline

A Smooth, Professional Workflow From Start to Finish

Working with a CPA should feel organized and stress-free.
Here’s what you can expect:

1. Intro Meeting & File Review (15 minutes)

You share your situation, goals, questions, and the scope of your return.
I confirm your package, pricing, and timeline.

2. Secure Document Upload

You’ll receive access to a private upload portal.
If anything is missing or unclear, I’ll help you get it resolved quickly.

3. Detailed Review & Preparation

I analyze your documents, verify accuracy, check for missed deductions, and prepare your return.
This is where the quality difference shows attention to detail, compliance, and tax strategy.

4. Draft Return Delivered

You’ll receive a clear summary (not just numbers), explaining:

  • Key decisions

  • Issues or red flags

  • Tax saving opportunities you may have missed

  • Recommendations for next year

5. Final Review & E-Signature

We’ll send a video going through everything. Once approved, you sign electronically.

6. IRS Filing & Confirmation

Your return is submitted securely, and you receive filing confirmations for your records.

 

Frequently Asked Questions

  • If you’re unsure, don’t worry. I’ll walk you through it during our intake call.
    Most individuals fall under the 1040 package, while freelancers and small businesses typically require a Schedule C or business return.

  • You’ll receive a simple, secure digital checklist. Typical items include W-2s, 1099s, business income/expense summaries, and prior year returns.
    Everything is uploaded through an encrypted portal.

  • Most returns are completed within 5–10 business days once all documents are received. Complex business returns may take longer, but you’ll always receive a timeline upfront.

  • Yes, this is exactly where working with a CPA is different from doing it yourself. Your return includes a tax planning review with recommendations for lowering next year’s bill.

  • Yes. I prepare federal and state returns nationwide.

  • Absolutely. Clients aren’t passed off to seasonal staff you get me, year-round, for planning, strategy, and guidance.