Individual & Business Tax Returns

I am ready to hand over a complete set of financial records and need a qualified tax professional who can take my individual and business returns from start to finish. That means preparing every schedule, double-checking the numbers for accuracy and compliance, and electronically filing both returns on my behalf.

For me, success looks like:
• Draft federal and state returns for the business and for my personal income
• A concise review session (video or phone) where you walk me through the key figures and any red-flags you spotted
• Final e-filing with acknowledgements or clear instructions if a paper submission is required

I already have every supporting document scanned and organised, so you can begin as soon as we agree on the engagement. If additional worksheets or clarifications arise, I will provide them promptly.

Experience with small-business pass-through entities, the latest IRS e-file software, and any state-specific platforms is important. CPA or EA credentials are preferred, but solid, verifiable tax-prep experience will weigh just as heavily in my decision.