Individual tax returns
- Form 1040 with W‑2 income
- Dependents, childcare, and education credits
- Itemized deductions where beneficial
Services
Transparent, upfront pricing that reflects the real complexity of your tax situation.
Who I typically work with
Most of my clients want a calm, thorough approach to their taxes — not a rushed filing.
- Busy professionals who want their 1040 handled end-to-end.
- Self-employed consultants and side-business owners who need help organizing expenses.
- Investors and active traders who want support reconciling 1099-B forms.
Core services
Here are the types of tax work I handle most often.
Investments & trading
- Brokerage accounts and 1099‑B reconciliation
- Equity compensation (RSUs, ESPP, stock options)
- Guidance on record‑keeping for active traders
Self‑employed & small business
- Schedule C for consultants and freelancers
- Expense categorization and bookkeeping-ready summaries
- Estimated tax and quarterly planning