Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Individual Tax Services

Personal tax liabilities may include income taxes, sales & use taxes, property taxes, and more.  Jeanine can help you with required tax return preparation and/or review.  Additionally, you may get assistance with withholding certificates if you are an employee or estimated tax calculations if you are an independent contractor, investor, or other individual required to make estimated tax payments.  

Jeanine is an Enrolled Agent (EA), federally licensed by the US Department of the Treasury, to represent taxpayers in IRS proceedings.  Her licensing required 15 1/2 hours of testing over the US Tax Code including income taxes, employment taxes, IRS procedures, and ethics.  She completes annual professional education to maintain her license and to better manage her practice.

Jeanine can assist you with tax compliance needs including tax planning, tax return preparation and review, tax payments, and taxpayer representation.  New clients should schedule a 15-minute needs assessment followed up by an engagement proposal that includes your pricing provided that we are a good mutual fit to work with each other.

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