Tax Services
I prepare and file federal and state tax returns for individuals, businesses, facilities, organizations, nonprofits, and corporations, plus the information returns most filers forget until the penalty notice arrives. Returns are prepared in UltimateTax and transmitted electronically; information returns are filed through 1099.com and the IRS Information Returns Intake System.
Pricing is published per form, so you can see what your return costs before you engage me. If you provide bank statements, I will review your financial records as part of the engagement rather than preparing from a summary you assembled under pressure.
Who I file for
Individuals & families
Form 1040 and schedules, amended returns, prior-year returns, extensions.
Businesses
Sole proprietors, partnerships, S corporations, C corporations, LLCs.
Facilities & organizations
Medical practices, clinics, service organizations.
Nonprofits
990-N, 990-EZ, and 990.
Employers
Payroll returns, W-2 and W-3, quarterly and annual filings.
Information returns
1099 series, 1098 series, 5498, W-2G, 1042-S.
Where I file
Federal returns nationwide. State returns in states where I hold the required registration. Several states regulate preparers separately, and I will tell you plainly if yours is one where I am not yet registered rather than filing and hoping.
Where I prepare and file state returns
Federal returns are prepared for filers nationwide. State returns are prepared in the jurisdictions listed below. Several states regulate tax preparers separately and require registration or licensure before a preparer may file there; those are listed as pending with their current status. This list is updated as each registration completes.
Last updated: September 9, 2026
Filing now 35 jurisdictions
Alabama · Arizona · Arkansas · Colorado · Delaware · District of Columbia · Georgia · Hawaii · Idaho · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Massachusetts · Michigan · Mississippi · Missouri · Montana · Nebraska · New Jersey · New Mexico · North Carolina · North Dakota · Ohio · Oklahoma · Pennsylvania · Rhode Island · South Carolina · Utah · Vermont · Virginia · West Virginia · Wisconsin
No state income tax no return to file
Alaska · Florida · Nevada · New Hampshire · South Dakota · Tennessee · Texas · Washington · Wyoming
Business franchise and gross receipts filings still apply in several of these and are prepared separately.
Registration pending not filing yet
California · Connecticut · Illinois · Maryland · Minnesota · New York · Oregon
These states require separate preparer registration or licensure. I do not file there until it is complete.
Form catalog and filing method
Required disclosures
Tax returns are prepared under a Preparer Tax Identification Number issued under Internal Revenue Code section 6109(a)(4). Preparation is subject to the Internal Revenue Code, including the preparer penalty provisions at sections 6694 and 6695.
Tax return information is used solely to prepare your return. It is not disclosed or used for any other purpose without your prior written consent in the form required by Internal Revenue Code section 7216 and the regulations under it. Unauthorized disclosure or use of tax return information is a criminal offense.
Taxpayer information is protected under a Written Information Security Plan maintained in accordance with the FTC Safeguards Rule at 16 CFR Part 314 and IRS Publication 4557. Tax documents are exchanged only through a secure client portal never by email or through website forms.
Federal returns are prepared for filers nationwide. State returns are prepared for states in which the required preparer registration is held; several states regulate tax preparers separately.
Representation before the Internal Revenue Service is governed by Treasury Department Circular 230 and is limited by credential. This firm does not represent taxpayers in collection matters, including liens, levies, installment agreements, offers in compromise, and collection due process proceedings, and does not practice before the United States Tax Court. Where a matter requires representation, an enrolled agent, CPA, or tax attorney is engaged or the client is referred.
Refund amounts, tax owed, and acceptance of any return by a taxing authority are determined by tax law and by the accuracy and completeness of information provided by the taxpayer. No outcome is guaranteed.