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Tax Preparation & Tax Planning Services

Tax Preparation & Tax Planning Services

Tax Preparation & Tax Planning Services

Home  ›  Business & Financial Services  ›  Tax Preparation & Tax Planning Services

Professional Tax Guidance for Individuals, Families & Small Businesses

Whether you need annual tax preparation, tax planning strategies, or assistance navigating complex tax situations, I help clients understand their options and make informed financial decisions.

As a Tax Professional with H&R Block, I work with individuals, retirees, self-employed professionals, and small business owners to help them prepare accurate returns and identify potential tax-saving opportunities.

Services Available

Individual Tax Preparation

Individual Tax Preparation

  • Federal income tax returns
  • State income tax returns
  • Retirement income reporting
  • Social Security taxation
  • Investment income reporting
  • Tax credits and deductions
Small Business Tax Services

Small Business Tax Services

  • Sole Proprietor returns (Schedule C)
  • Single-member LLC tax returns
  • S-Corporation and Partnership support
  • Business expense review
  • Profit & Loss analysis
  • Tax planning strategies
Tax Planning

Tax Planning

  • Estimated tax payment planning
  • Retirement tax strategies
  • Self-employment tax guidance
  • Medicare income-related tax considerations
  • Year-round tax planning support

Block Advisors and H&R Block support a wide range of business tax situations, including sole proprietors, LLCs, S-Corps, partnerships, and C-Corps, with year-round tax support available.

Why Work With Me?

My background in Medicare, health insurance, life insurance, and tax preparation allows me to help clients look at the bigger financial picture. Many important financial decisions affect both taxes and insurance planning, especially for retirees and small business owners.

As part of H&R Block, tax professionals receive ongoing training and support, and many specialize in complex tax situations, including small business taxation.

Schedule a Tax Consultation

If you're looking for assistance with tax preparation, tax planning, or small business taxes, I'd be happy to discuss your situation and determine the best path forward.