Stage 1 · Documents
A checklist, sent early.
Our services, in detail
Four services for individuals and sole proprietors, all on fixed fees.
Program 01 · Prepared, explained, signed
Individual tax returns
A return you do not understand is a return you cannot check. We go through the figures with you — what was counted, what was claimed and why — before anything is signed. The return is yours and your signature means something.
Stage 2 · Preparation
From your records, with queries raised.
Stage 3 · Review
Gone through with you line by line.
Stage 4 · Filed
After you have signed, not before.
Stage 1 · Income
Every 1099 and everything without one.
Stage 2 · Expenses
Reviewed properly, not estimated.
Stage 3 · Honest limits
What will not stand up, said plainly.
Stage 4 · Estimated tax
Next year's payments explained.
Program 02 · Expenses that hold up
Sole proprietors & gig income
Self-employed returns go wrong in two directions: people miss legitimate expenses, or they claim things that will not survive a question. We go through what you actually spent, claim what is supportable, and tell you plainly where a deduction is not.
Program 03 · Common, and fixable
Unfiled & back returns
People stop filing for ordinary reasons — illness, a death, a bad year — and then the backlog becomes frightening. We pull your transcripts, work out what is genuinely outstanding, and file in order. It is more common than you think and it has an end point.
Stage 1 · Transcripts
What the IRS actually has on record.
Stage 2 · Scope
Which years genuinely need filing.
Stage 3 · Preparation
Oldest first, in order.
Stage 4 · Position
Where you stand once caught up.
Stage 1 · Read it
What it says and when it must be answered.
Stage 2 · Verify
Against your records and transcripts.
Stage 3 · Respond
In time, in writing.
Stage 4 · Plan or refer
Instalment agreement, or a referral.
Program 04 · Answer before the deadline
IRS notices & payment plans
Most notices have a response window, and most are resolvable — a mismatch, a missing form, a balance that can go on a payment plan. We work out what it says and respond in time. Where a matter needs formal representation, that requires an enrolled agent, CPA or attorney, and we will refer you rather than overstep.
Got a letter you have not opened?
A free first review. Most notices have a deadline, and most are more fixable than they look.