My tax services are designed to ensure compliance with tax laws, optimize financial strategies, and minimize tax liabilities. Jump to Pricing.
Providing Personal & Professional Tax Solutions
Data Collection
I will gather all the necessary financial documents and information from clients, including income statements, deductions, credits, and any other relevant records.
Tax Return Preparation
I will use the data collected to prepare the tax return forms required by the IRS, and ensure the forms are correctly filled out, taking into account all applicable tax laws and regulations.
Tax Planning
I will help clients strategize to minimize their tax liabilities legally. This may include recommendations on deductions, credits, and other tax-saving strategies.
Filing & Submission
After tax preparation, I will assist clients in filing the return electronically or by mail, ensuring it's submitted accurately and on time. Guidance on taxes owed also.
Review & Verification
As a full service provider, I will review the tax return thoroughly to check for errors and ensure all calculations are accurate; reducing the risk of audits and penalties.
Electronic Filing
I offer the convenience of electronic filing, which can speed up the tax return process and often result in faster refunds for eligible clients.
Amendment Assistance
If clients discover errors or changes that need to be made to their tax return after it has been filed, I provide help with the process of filing an amended return.
Year-round Support
I provide year-round assistance to address tax-related questions or changes in financial situations that might impact tax liability.
*Prices do not include postage charges for hard copies mailed to taxpayers. **All Schedule forms start at $25 in addition to standard forms pricing above. ***All L Rob Notaries Plus amendments are completed free of charge. Contact me for more details.
Must Provide Either/Or: W-2: A W-2 is a wage and tax statement. 1099: A 1099 form is provided to workers and contractors paid at least $600 across the calendar year.
Free 15 Minute Consultation
Contact Me
If you would like to learn more about my tax and/or notary services, including pricing, call for your 15 minutes consultation today.