Personal Taxes

Preparation of personal tax returns (Form 1040)
for business owners is included in my tax services to their corporations, LLCs, partnerships, and trusts.

I am also happy to prepare tax returns for people with

  • self-employment income
  • rental properties
  • stock options
  • other tax situations which benefit from an experienced CPA tax accountant.

Foreclosures
If you have had a foreclosure or short sale, be sure to contact me right away to review the effect on your tax returns.

Natural Disasters
If you have been impacted by one of the 2017 or 2018 natural disasters, you may be able to get a refund of prior years' taxes right now.  Disasters declared by either the president or the governor qualify.

Strategic tax planning

  • General tax-reduction planning
  • Retirement planning
  • Planning for life events, including divorce

Real estate

  • Bankruptcy, foreclosure, and short sale consulting
  • Structured sales (Section 1031 exchanges)
  • How to hold title

IRS intervention
If you've received a letter, send it to me and I will help you with the next step.

  • Audits
  • Payment plans
  • Lien removals and withdrawals