I offer a brief introductory call to determine your needs and recommend next steps.
Tax advice and planning are provided through scheduled consultations.
Consultations are available by appointment.
Introductory calls are complimentary.
As a longtime Diamondhead resident, I’m committed to helping my neighbors receive every tax benefit they’re entitled to. I have over 10 years of experience in tax preparation, including work as a senior tax analyst at a major firm, and I focus on individual and small‑business returns. I regularly handle rental properties, sole proprietors, partnerships, estates, trusts, and small corporations, as well as IRS notices and audit letters. Working independently allows me to offer reasonable fees, personal attention, and year‑round availability. My goal is simple: prompt, professional, accurate tax work that gives you peace of mind. Introductory calls are complimentary; tax advice and planning are provided through scheduled consultations.
Standard 1040 filing: $125.00
Single, Married filing jointly or separately, dependents. W2's, 1098's, 1099's, one state tax return
Extra states: $35.00 each
Schedule A (Itemized return)
- $35.00
Schedule C (sole proprietors)
- $35.00 each separate business
Schedule E (Rental properties)
- $35.00 each property
Schedule F (Farming)
- $35.00 each separate farm
Schedule D (Investment income)
- $35.00 each broker statement
1065 Partnership Return $250.00
1041 Estate/Trust Tax Return $200.00
709 Gift Tax Return $125.00
1120-S S-Corporation Return $300.00
Amended Returns (1040X)
- New clients: Same price as standard 1040 filing.
- Previous clients: $50.00
E-file: Included
Consultations:
Introductory calls are complimentary. Tax advice, planning, and in-depth review are provided through scheduled consultations.
Consultation Fee: $75 for 30 minutes, $125 for 60 minutes.
Payment is required at the time of scheduling. If you choose to file your tax return with me, the consultation fee is credited toward your preparation cost.
I assist clients with IRS and state tax notices and am continuing to expand my practice into tax resolution and representation services.
Call or email to schedule a brief introductory call or to arrange pickup of your tax documents. Meetings can be held in my office (by appointment only), at your home, the library, or another convenient location in southern Hancock County.
I’m available year‑round, Monday–Friday, 9:00 am–5:00 pm.
To ensure privacy and dedicated service, office visits are by appointment only.
Introductory calls are complimentary. Tax advice, planning, and in‑depth review are provided through scheduled consultations.