Service Detail
Tax Services
End-to-end preparation, filing, and planning support for federal and California tax needs, designed to reduce surprises and improve confidence all year.
Schedule your tax consultation
What You Get With Tax Services
Filing
Accurate Return Preparation
Current-year federal and California return preparation with secure electronic filing.
Review
Prior-Year Corrections
Amendments and cleanup support if prior filings need to be corrected or clarified.
Plan
Quarterly Estimate Planning
Clear projected payment guidance so you stay current and avoid avoidable penalties.
Support
Notice Response Guidance
Structured support when IRS or FTB letters arrive, including response planning.
How The Process Flows
1. Discovery Call
I review your tax profile, filing history, and immediate priorities.
2. Document Collection
You receive a focused checklist so nothing critical is missed.
3. Filing and Follow-Through
Returns are filed, key planning items are outlined, and support continues if needed.
Need dependable tax support from start to finish?
Work directly with Natalie for practical guidance and timely filing support.
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