Services

Tax Preparation and Support Services

I am an IRS-authorized tax professional and hold the following credentials assigned by the Internal Revenue Service:

  • EFIN (Electronic Filing Identification Number): Authorizing me to electronically file tax returns on behalf of clients.

  • PTIN (Preparer Tax Identification Number): Required for preparing and filing federal tax returns for compensation.

  • CAF (Centralized Authorization File) Number: Permitting me, with client authorization, to access and request taxpayer information directly from the IRS.

I offer a full range of tax preparation and advisory services for individuals, small businesses, and nonprofit organizations. Whether you’re filing a basic return or need guidance through more complex tax situations, I provide professional, compliant, and personalized service.

Tax Preparation Services Include:

  • W-2 Wage Earners
    Preparation and electronic filing of individual tax returns for employees receiving W-2 income. Federal and state returns included.

  • Self-Employment / 1099 Filers
    Specialized filing for independent contractors, gig workers, freelancers, and sole proprietors, including Schedule C and related deductions.

  • S Corporations – Form 1120S
    Preparation of corporate tax returns for S-Corporation entities, including shareholder K-1s and annual filing compliance.

  • Nonprofits – Form 990-N (e-Postcard)
    Assistance with filing Form 990-N for eligible tax-exempt organizations with gross receipts normally under $50,000.

Additional Tax Support Services:

  • Audit Assistance
    Guidance and documentation support in the event of an IRS or state tax audit. Includes help understanding notices, responding to correspondence, and gathering records.

  • Taxpayer Advocate Assistance
    Help with initiating a request for assistance from the IRS Taxpayer Advocate Service if you are facing financial hardship, delays, or unresolved IRS issues.

  • Tax Strategy & Planning
    Proactive planning to reduce tax liability, improve recordkeeping, and prepare for life events such as buying a home, expanding a business, or planning for retirement. Includes estimated payments, deduction planning, and more.

All tax services are performed in accordance with IRS rules and standards. As an IRS-authorized tax professional holding an EFIN, PTIN, and CAF number, I am qualified to file returns on your behalf, represent you before the IRS with proper authorization, and ensure compliance at every step.

Bookkeeping Services for Small Businesses and Independent Contractors

I provide comprehensive bookkeeping services tailored to the needs of small business owners and independent contractors. My services include:

  • Transaction Categorization: I accurately categorize each business-related bank transaction to ensure clean, organized financial records.

  • Profit & Loss Reporting: I generate and maintain Profit and Loss (P&L) reports to give you a clear picture of your business’s financial health.

  • Bank Reconciliation: I reconcile your business bank accounts within QuickBooks to ensure that your records match your actual account balances.

  • Cash Flow Tracking: I monitor money coming in and going out of your business to help you manage expenses and make informed financial decisions.

  • Tax Preparation Support: Organized books simplify year-end tax preparation and help ensure you’re maximizing deductions and remaining compliant.

  • Mileage & Inventory Tracking (If Applicable): I track business mileage and inventory levels, ensuring accurate records for tax and operational purposes.

  • Additional Services: I offer customizable bookkeeping solutions based on your industry, goals, and specific reporting needs.

My goal is to provide accurate, reliable financial records that support both your day-to-day operations and long-term success—while also making tax season less stressful.

Credit Report Dispute Services

Under the Fair Credit Reporting Act (FCRA), consumers have the right to a credit report that is accurate, fair, and complete. As part of my services, I assist clients in exercising these rights by reviewing their credit reports and identifying items that may be inaccurate, outdated, unverifiable, or misreported.


I utilize legally compliant dispute strategies to challenge and seek correction or removal of certain negative items, which may include:

  • Charge-offs (C/O)

  • Collections

  • Late Payments

  • Closed Accounts

  • Expired (obsolete) Accounts

  • Bankruptcies

  • Evictions

Each dispute is tailored to the specifics of the credit report and the applicable legal standards. All actions are conducted in accordance with the rights provided under the FCRA and relevant consumer protection laws.

Please note: I do not guarantee the removal of any specific item or outcome. Credit repair involves a legally defined process of disputing inaccurate or unverifiable information with the appropriate credit bureaus and furnishers.

Credit Report Access and Review

As part of my credit report review and analysis services, I may obtain your credit reports from the three major credit reporting agencies:

  • TransUnion

  • Equifax

  • Experian

In addition to these primary bureaus, I may also access reports from LexisNexis and up to two additional secondary consumer reporting agencies of your choice, based on your specific needs or concerns. A list of the secondary consumer reporting agencies will be provided.

Access to these reports is conducted only with your informed, written authorization, and in full compliance with the Fair Credit Reporting Act (FCRA). The purpose of obtaining these reports is to identify potentially inaccurate, outdated, or unverifiable information and assist you in understanding your credit profile.

Please note: I do not guarantee removal of any specific item from your credit reports. My services are focused on education, awareness, and legally permissible dispute strategies under FCRA.

Disclaimer: Not a Credit Repair Organization

I am not a credit repair organization as defined under the Credit Repair Organizations Act (CROA), 15 U.S.C. § 1679 et seq. I do not offer or promise to remove accurate, verifiable information from consumer credit reports, nor do I accept advance payment for such services.

Any assistance provided in reviewing or disputing credit report information is offered solely for educational and informational purposes or as part of broader financial and tax-related services. All actions are conducted in compliance with the Fair Credit Reporting Act (FCRA), and clients are encouraged to exercise their rights directly with credit reporting agencies and furnishers when applicable.

Nothing in my services should be interpreted as legal advice or a guarantee of specific outcomes related to credit scores or credit report contents.

Other Office Services

Available In-Person and Remotely

In addition to tax preparation, bookkeeping, and credit report support, I offer a variety of office and administrative services designed to support individuals, independent contractors, and small business owners. These services are available both in-office (by appointment or during business hours) and remotely for your convenience.

Document Preparation & Filing Assistance

  • Completion of standard forms (e.g., IRS W-9, W-4, 1099s)

  • Assistance with EIN applications and basic business registrations

  • Preparation of credit dispute letters and financial affidavits

  • General form-fill and document support (non-legal)

Scanning, Printing & Copying

  • High-quality scanning, printing, and copying of tax, business, and personal documents

  • Email or portal delivery for remote clients

  • Drop-off and pick-up options available locally

Secure Faxing & Digital Delivery

  • Sending and receiving faxes on your behalf

  • Secure email and portal-based document transfers

  • Assistance with e-signature platforms (e.g., DocuSign)

Mailing & Packaging Support

  • Packaging and mailing services for tax documents, credit disputes, and official forms

  • USPS, certified mail, and tracking support available upon request

Client Portal & Tech Assistance

  • Help accessing the secure client portal

  • Uploading, organizing, and reviewing documents online

  • Support using remote tools such as Zoom, PDF editors, and QuickBooks access

Data Entry & Spreadsheet Services

  • Manual entry of financial or operational data into spreadsheets or bookkeeping systems

  • Organization of receipts, expenses, or mileage logs

Appointment Scheduling & Reminders

  • Setup of recurring or one-time reminders for tax deadlines, estimated payments, or business obligations

  • Calendar invites and text/email reminder options available

Availability & Scheduling:
Office services are available by appointment only for in-person visits. Remote services can be scheduled via email, phone, or through the secure client portal.

Note: Some services may include a small administrative or processing fee. Please inquire in advance for a price quote.