Tax preparation

1040 federal and state forms (excluding CA and OR).

Tax planning

Need to estimate tax withholding? Potential sale of home and determining cost basis? What about 401k/IRA/Roth contributions? We can assist.

electronic tax filing

Electronic filing is the fastest way to obtain a refund and in 2021, the IRS reported over 90% of all tax returns were electronically filed.

Frequently Asked Questions

What is an enrolled agent?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Do enrolled agents have any continuing education requirements?

Generally, enrolled agents must obtain a minimum of 72 hours per enrollment cycle (every three years). A minimum of 16 hours must be earned per year, two of which must be on ethics.

How do I share documents with you?

You will be able to upload documents to a shared secure site. Your tax return will be prepared and reviewed with you prior to electronic signature and filing. An electronic copy will be uploaded to shared secure site where you can print or download for your records.

what is the earliest date the IRS will accept 2022 returns?

January 23, 2023