Tax Preparation

Straightforward Federal and State tax preparation for individuals, self-employed individuals, sole proprietors, and small businesses.

Tax preparation doesn’t have to be unnecessarily complicated. I provide personalized tax prep based on your individual circumstances, with an emphasis on clear communication and practical support.

Individual Tax Returns

I prepare federal and state tax returns for individuals, including clients who have straightforward personal returns as well as those with income from self-employment or a small business.

Small-Business and Schedule C Returns

If you operate a business as a sole proprietor, your business income and expenses generally become part of your individual tax return. I prepare Schedule C returns and help organize the business financial information needed to accurately report your income and expenses.

Tax Filing for Self-Employed Individuals

Self-employed taxpayers often have additional responsibilities beyond a traditional individual tax return. I can prepare returns for individuals whose income comes from their own business or self-employment activities.

Nonprofit Tax Returns

I provide tax preparation for small nonprofit organizations, including Form 990 EZ, Form 990, Form 990-T, and Form 990-PF preparation.

Catch-Up and Past-Due Tax Returns

If you have fallen behind on your tax filings, getting caught up can feel overwhelming. I provide catch-up and past-due tax preparation to help you organize the necessary information and get your outstanding returns filed.

Estimated Tax Calculations

Self-employed individuals and business owners may need to make estimated tax payments during the year. I can calculate estimated tax amounts based on your tax situation and help you understand what payments may be required.

A Personal Approach to Tax Preparation

As an Enrolled Agent with 10 years of experience in accounting and taxation, I aim to provide clear answers without unnecessary complexity. I work with individuals and small businesses throughout Boone, the High Country, and North Carolina.

Remote services are available.