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9 Results in category Individual Tax Preparation

Complimentary Consultation

Over the last 14 years I have developed & refined a process that puts all the pieces of the financial puzzle together for clients as their life unfolds & needs evolve. It's called The Bucket Plan. Schedule a call today to learn how this can help you.

I want to meet your needs. Enjoy a free consultation to get to know each other and determine if I am a good fit for your business or individual needs. Let me review your last year's return, IRS or State letter or bookkeeping needs.

Tax Preparation Review

No-charge review of last year's tax return including good-faith fee estimate for preparation of next year's taxes.

Free Consultation!

If you have received an IRS letter, the worst thing you can do is to ignore it! The IRS may place a lien or levy on your property to protect their interest in unpaid and/or un-filed tax returns. We offer a FREE consultation to explain your rights.

Discounts - Various $ 10%, 20%, 50%

New Client Discount $20 / New Client Referral Discount $20 / Military = 20% Active Duty, 50% Combat Zone, 25% USMC, $20 Veteran, $40 Veteran Retired / 10% off tax preparation services with ITIN application.

FREE FACE TO FACE CONSULTATION

We know taxes and IRS problems can be daunting. We offer a free one hour face to face consultation at our office to discuss your situation in detail and discuss how we may be able to best assist you.

FREE telephone consultation

FREE telephone consultation for prospective clients with IRS and state tax problems. 45 minute maximum. Value is $120.00.
10% off all tax return preparation if retained for tax representation.
Call 760-468-3506.

15% Discount for MIlitary and First Responders, 10% New Client

All Military//Reservists etc. and First Responders such as Police or Firefighters are entitled to a 15% discount on all returns as my thank you for your service. This applies to both active and retired military. Proof of Service must be supplied.

Free consultation

I offer a half hour complimentary consultation so that I can show you what I can do for you.
Call 303.953.1454