Tax Services

Tax filing and planning for non-profits, individuals and businesses, handled by a licensed CPA.

Good tax work is about more than filing on time. It is about understanding your situation well enough to make better decisions before the year ends.

What's included

• Tax filing for non-profit organizations
• Tax return preparation and filing for businesses
• Tax return preparation and filing for individuals
• Tax planning to support informed decisions throughout the year, not just at filing time

Who it's for

Non-profits and other mission-based organizations, business owners, and individuals who want their tax filings and planning handled by someone who also understands their financials.

How it works

1. Start with a conversation. We talk through your situation and what you need.
2. Share your information. I let you know what I need from you and when.
3. Preparation and filing. I prepare and review your return, walk you through it, and file it.

Contact me about tax services

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