Services

Tax Consulting

This includes questions about federal, California, and local taxation.

Income Tax Prep

With specialization in Schedule C for freelancers and sole proprietors.

Bookkeeping

For select clients only.

FAQs

NO. I’m happy to answer tax questions through a paid consultation, but I do not provide free advice by email, text, DM, or casual conversation.

A “quick question” still requires professional knowledge, research, and responsibility. That is the service.

My fees are fair, transparent, and based on the scope and complexity of the work. I do not publish a one-size-fits-all price list because tax returns vary in complexity and in the condition of the records provided. I do not publicly advertise rates due to the IRS’ rules for tax preparer advertising.

Yes. You’re noticing a pattern here. Consultations are paid appointments because they involve reviewing your individual circumstances and providing individualized guidance. If you need professional tax advice, please book professional tax time.

You must provide complete, accurate, and organized records that substantiate the income, expenses, deductions, and credits you want reported. Depending on your situation, that may include:

  • W-2s, 1099s, and other income statements
  • Receipts and invoices
  • Business income and expense records
  • Mileage logs
  • Records related to health insurance, education, dependents, investments, or charitable contributions
  • Prior-year tax returns
  • Any notices received from a tax agency

If you want to claim it, you need to be able to support beyond guesses, vague memories, and “I’m pretty sure I spent about…”

No. Your tax outcome depends on your income, withholding, payments, deductions, credits, and other individual circumstances. A refund is not a prize, and a larger refund does not automatically mean a better-prepared return.

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