Services

Whether you're looking for tax preparation or strategic tax planning, I'm here to make the process seamless and stress-free. Currently, I offer virtual appointments for your convenience, or you can schedule an in person appointment upon request.

Services include the following

• Year-round access to your documents through your secure client portal, with the option to receive paper copies by mail upon request.
• Tax returns can be reviewed and signed digitally from your phone or computer, saving you time and effort.
• Complimentary planning consultation so you know how to keep more of your hard earned money in future years.
• Services in Spanish—Hablo Español!
• Based out of Riverside County, California but servicing all 50 states virtually.

Simple Tax Essentials

This service is perfect for individuals with straightforward tax needs. It's tailored for W-2 earners with no extra income sources and who take the standard deduction. Services include preparing your Federal 1040, any required personal forms or schedules, and your state tax return..

This service is ideal for:

• A single filer with a W-2 job and no additional income.
• A Head of Household filer with a W-2 job, dependents, and no other income sources.
• A married couple with W-2 jobs, dependents, and no other income streams.

Advanced Tax Solutions

This service is for individuals with more detailed tax needs who are not self-employed but have income from sources like investments, dividends, interest from CDs/HYSA or cryptocurrency. It includes Federal 1040, state tax returns, itemized deductions (Schedule A), and other schedules like B, D, or K-1 as needed.

This service is ideal for:

• A single filer with W-2 income who has also sold investments or cryptocurrency.
• A Head of Household filer with W-2 income, dependents, and additional income from investments or cryptocurrency.
• A married couple with W-2 income and dependents who also have income from investments, interest or cryptocurrency.
• Any filer with dependent care expenses or who needs to itemize deductions.

Enterprise Tax Solutions

This service is designed for self-employed individuals (sole proprietors) and those who own rental real estate, excluding partnerships, S-corps, or corporations. The package includes Federal 1040 preparation, relevant state forms, itemized deductions (Schedule A) if applicable, and necessary schedules such as Schedule B for interest and dividends, Schedule C for business income, Schedule E for rental property income, Schedule F for farming income, Schedule D for capital gains, and Schedule K-1, among others.

This service is ideal for:

• Taxpayers or spouses who are self-employed (sole proprietors).
• Taxpayers or spouses who own rental real estate outside of partnerships, S-corps, or corporations.
• Individuals who are self-employed and have sold stocks or cryptocurrency.
• Individuals who are self-employed, also have W-2 income, dependents, and income from stocks or cryptocurrency sales.
• Taxpayers or spouses who are self-employed or own real estate and need to itemize deductions or claim dependent care expenses.