Individual and Self-Employed Taxes
Credentialed Tax Professional and Enrolled Agent
The QTP Process
01
Initial Strategy & Expectation Setting
Start with a strategy session to review your tax situation, set clear expectations, and establish a personalized plan for a smooth tax season.
02
Year-Round Financial Coaching & Tax Planning
Provide year-round coaching to adjust to life changes, guide self-employed tax planning, and help you stay organized to avoid surprises at tax time.
03
Accurate & Optimized Tax Filing
Accurately prepare and file your taxes, maximizing deductions, ensuring compliance, and explaining results clearly with a follow-up plan for next year.
Personalized tax solutions, built on trust and transparency
750+
Tax Returns Prepared
Specializing in Self-employed and Small business
Tax help built around your life — so you can take control with confidence
Whether you’re self-employed, newly married, or raising a family, I take the time to understand your situation and guide you year-round — not just at tax time
✓ Support year-round
✓ Straightforward, Judgement-free advice
✓ Step-by-step clarity
Have Questions?
Frequently Asked
Questions
When should I start preparing for tax season?
Start as early as possible—ideally reviewing your tax situation year-round to avoid surprises. Don’t wait until the year ends; there’s very little you can do once the tax year closes.
What documents do I need to file my taxes?
W-2s, 1099s, business income/expense records, deductions/credits documentation, and prior-year returns.
How can I reduce how much I owe in taxes?
Through year-round tax planning, maximizing deductions, and tracking eligible expenses—especially if you’re self-employed.
What’s the difference between a tax credit and a deduction?
A credit reduces your tax bill dollar-for-dollar, while a deduction lowers your taxable income.
How do I know if I’m withholding enough taxes from my paycheck?
Review your paystubs or use the IRS withholding calculator—or reach out to me to review your situation together.
Can you help me plan for next year’s taxes?
Yes! I provide year-round tax coaching to help you make financial decisions that minimize taxes before filing season.