PTIN + EFIN credentialed preparer
Tax, handled.
Filing season doesn’t have to feel like a hostage negotiation with a PDF. Tax preparation and planning with explanations that actually make sense.
Preparation · Planning · Estimates · Notices
Individual tax returns
W-2s, side gigs, investments, rentals, credits. Prepared by a credentialed preparer and reviewed before filing — with plain-English explanations of what changed and why.
Self-employed & 1099
Quarterly estimates, mileage and home-office basics, entity questions, and a return that doesn't leave money on the table.
Tax planning sessions
A proactive session between filing seasons: withholding checks, retirement contribution strategy, and a calendar of moves to make before December 31.
Back taxes & notices
Unfiled years and IRS letters. We'll map the damage calmly, prepare what's missing, and explain your options in order of least pain.
How tax fits with coaching
Coaching clients get their tax picture folded into the plan — withholding, contributions, and deadlines become part of your money system instead of a springtime surprise. Tax preparation is a separate service with separate fees, and you’re never required to buy one to get the other.
Tax preparation and planning are provided by a credentialed tax preparer holding an IRS Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN). Tax services are not investment, legal, or financial planning advice. Tax outcomes depend on your facts and circumstances.