Tax Service for Individuals Who Have Outgrown DIY Tax Software
When Your Taxes Become More Complex
At a certain point, tax returns stop being straightforward
As a result, you may find yourself:
Unsure everything is being reported correctly
Tired of second-guessing
Ready for a more thoughtful, professional approach
This often looks like:
Multiple sources of income
Rental properties or real estate
Investments or equity compensation
Retirement income or required distributions
Major life changes
Services
Tax Preparation
Accurate, reliable tax preparation tailored to your situation.
I handle everything from simple returns to more complex financial scenarios—so that everything is reported correctly.
Federal & state returns for individuals and families
Deductions, credits, and compliance handled correctly
Support for investments, self-employment, and rentals
Tax Planning
Proactive, year-round planning to reduce taxes.
I help you make smarter financial decisions before year-end—so there are no surprises in April.
Tax projections and planning sessions
Income and deduction timing strategies
Retirement and investment tax optimization
Tax Resolution
Experienced support when you need it most.
Audit representation and notice response
Payment plans and tax resolution options
Back taxes and compliance support
How It Works
Initial Conversation
We start with a brief discussion to understand your situation and determine if it’s a good fit.
Information Gathering
You’ll securely provide your documents through the client portal. I’ll review everything and follow up with any questions.
Preparation & Review
Your return is prepared with a focus on accuracy and clarity. I’ll walk you through the results, so you understand what’s happening and why.
Filing & Ongoing Support
Once finalized, your return is filed electronically. I remain available for follow-up questions and future planning.
About
I’m a CPA, licensed in Oregon (#17131) and Washington (#54332), working with individuals and families.
I help clients understand their taxes—not just file them—through clear explanations and practical guidance.
My approach is personalized, accurate, and proactive, with a focus on keeping things straightforward so you understand what’s happening and why.
