Service Detail

Individual Services

Personalized filing and planning support for employees, retirees, investors, and self-employed clients who want year-round tax clarity.

What Is Included

Income

Complete preparation for salaried, contract, and mixed-income return scenarios.

Credits

Itemized deductions, education benefits, and family credits reviewed in detail.

Retirement

Social Security, retirement withdrawals, and withholding alignment for better outcomes.

Self-Employed

Guidance for self-employment, side-income, and rental reporting requirements.

I evaluate your income mix, prior returns, and key life-event changes.

You receive recommendations focused on credits, deductions, and planning opportunities.

You get proactive guidance before year-end so there are fewer surprises at filing time.

Get support tailored to your income, family, and long-term goals.