Good tax planning happens before the tax return is prepared. I work with clients throughout the year to identify tax-saving opportunities, manage estimated payments, evaluate business and personal tax decisions, and address issues while there is still time to act.

Planning may include business entity structure, S corporation considerations, owner compensation, retirement contributions, timing of income and deductions, major purchases, and other decisions that can affect your overall tax position.

The goal is not simply to reduce this year’s tax bill. It is to help you make informed decisions with a clear understanding of the tax consequences for the current year and beyond.

Receiving a notice from the IRS or Michigan Department of Treasury can be stressful, but a notice does not necessarily mean the taxing authority is correct.

I help clients understand what the notice means, review the underlying tax issue, gather supporting documentation, and determine the appropriate response.

As a licensed CPA, I can represent eligible clients before the IRS and state taxing authorities for many tax matters involving correspondence, examinations, and account issues.

Tax preparation should do more than produce a completed return. I prepare federal and Michigan tax returns for individuals, S corporations, partnerships, and closely held businesses, with particular attention to situations where the owner’s business and personal tax returns are closely connected.
My approach combines accurate tax preparation with year-round availability and proactive planning so that important tax issues are identified before they become year-end surprises. For new clients, I generally begin with a consultation to review prior-year returns, understand the current tax situation, and determine whether the engagement is a good fit.


My base charge for a 1040 is $650 and this will increase based on the complexity of the return (rentals, self-employment, etc). My base charge for a schedule C is $1,200 and $2,400 for a business return (1120, 1120S or 1065). An initial, one hour consultation is required for all new clients where we will review prior year tax returns and discuss current year tax concerns. The fee for the initial consultation is $250, paid in advance. If we end up engaging, your first year tax preparation fee will be reduced by the amount paid for the initial consultation.

New individual tax-return engagements are generally limited to business owners and clients seeking a broader tax preparation or planning relationship.