Federal and state tax return preparation by a CFP® and Enrolled Agent. Available stand-alone, or integrated with year-round planning — where the return becomes the conversation, and the conversation becomes the plan.
Tax preparation isn't data entry. We review, ask, and check — then file.
Federal and state returns prepared, reviewed, and electronically filed by an Enrolled Agent.
We compare your current return to prior years and flag changes that deserve a conversation — not just numbers that moved.
Secure document portal, electronic signatures, e-filing, and direct access to the person who prepared the return if questions arise.
We prepare for individuals, families, retirees, and small business owners whose returns involve more than a W-2 and a mortgage deduction.
W-2 income, investment accounts, real estate, multiple states, dependents, and the day-to-day complexity most software quietly misses.
Social Security, pensions, annuities, RMDs, Roth conversions — and the multi-account withdrawal math most preparers don't touch.
Schedule C, S-corp, partnerships, rental real estate, and K-1s — with entity-level planning questions answered, not dodged.
RSUs, ISOs, NSOs, ESPP, AMT calculations, and the timing questions where a bad return reveals a missed planning window.
The Enrolled Agent credential is the highest certification the IRS confers on a tax professional — granted by examination or by experience at the IRS itself.
But the real difference isn't the credential. It's that tax doesn't stop when the return is filed. Most preparers see your numbers once a year. We see the decisions year-round — and that's where the real value gets created.
If you want preparation alone, we prepare. If you want preparation plus the year-round thinking that turns filing into strategy, that's where this becomes something more.
Enrolled Agents are federally licensed and bound to rigorous continuing education requirements.
Your return is filed by the same person who understands your investments, retirement plan, and equity comp — not by a seasonal preparer who sees the forms in isolation.
We retain context from year to year — a preparer who knows your history spots more.
Every return is also a scan: Roth opportunities, harvesting losses, HSA eligibility, conversion room, missed deductions.
We talk through your situation, what you're looking for, and whether stand-alone prep or prep plus planning makes more sense.
You upload your documents to our encrypted portal at your own pace. We follow up with a focused list of anything missing.
We prepare the return, run a year-over-year review, flag planning opportunities, and walk through the draft with you.
You e-sign, we e-file, and you receive a secure PDF for your records — along with any planning follow-ups that surfaced.
For most people, the return is a reactive exercise — you report what already happened. The highest-value tax work is the opposite: proactive, year-round, and often tied to decisions that have nothing to do with April.
Clients who come to us for preparation often stay for planning — not because we upsell, but because a single return makes it obvious how much is being left on the table by waiting until April to think about tax.
An introductory meeting is free and low-pressure. We'll talk through your tax situation, whether stand-alone prep or integrated planning is the right fit, and what this year's return could surface for next year's strategy.
Schedule an Introductory Meeting Or call directly: (724) 872-6311