Our Top-Five Tax FAQs

We charge a flat rate, depending upon the complexity of your return. Do you have any 1099-misc income, rental property, farm expenses, mortgage interest, stock trades or student loans…? These answers will help me determine our flat rate for you.

If you are dealing with more complex tax issues, like ESPPs/RSUs/QSBs/ESOs, have 1099-misc income, rental property, farm expenses, K1’s flowing from a 1065 Partnership or 1120S S-Corp, and/or additional state returns to file…we can help add value and help you minimize your tax liability so you only pay what you legally should to the IRS.If you are dealing with more complex tax issues, like ESPPs/RSUs/QSBs/ESOs, have 1099-misc income, rental property, farm expenses, K1’s flowing from a 1065 Partnership or 1120S S-Corp, and/or additional state returns to file…we can help add value and help you minimize your tax liability so you only pay what you legally should to the IRS.

CPA‘s are not allowed to make any guarantees. And if anyone ever says they can “guarantee” you a large tax refund – run! You don’t need the hassle of an IRS audit. If you hear that from others, you should question their tactics.

Sure…we’re happy to meet with all of our valued clients at our office. And if you need help scanning your documents we have the fastest dual-sided scanner in our office waiting to get your stuff in digital format.

Contact us and we will supply a secure link to upload your last year’s tax return that we’ll need to get started. Or let me know when you’d like to setup a time to initially meet virtually via Zoom video to discuss your CPA needs in more detail.Contact us and we will supply a secure link to upload your last year’s tax return that we’ll need to get started. Or let me know when you’d like to setup a time to initially meet virtually via Zoom video to discuss your CPA needs in more detail.