Comprehensive Tax Support
Services designed for clarity, confidence, and long-term planning.
I simplify complex tax decisions into a practical roadmap, with support for individuals, families, and business owners.
Primary Service Paths
Filing + Planning
Tax Services
Complete filing, planning, and post-filing support for federal and California returns.
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Personalized Support
Individual Services
Personalized filing and planning for W-2, 1099, investment, and retirement tax scenarios.
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Business Strategy
Business Services
Entity-focused compliance, estimated payment planning, and strategic support for growth.
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1. Initial Review
I assess filings, goals, and required documentation.
2. Strategy Plan
You receive a clear path tailored to your tax profile.
3. Ongoing Support
I stay engaged through filing, notices, and year-round updates.