Every tax return is unique, therefore pricing depends on the complexity of your return and the number of forms that will be filed. A review of your documents and/or prior-year return is required to provide an accurate quote.

This depends on your situation, but typically I would need your W-2s, 1099s, a copy of a prior-year return, and a valid photo ID. Businesses would also need to provide a listing of their income and expenses for the year.

Yes. Although based in San Diego County, I work with clients throughout California and across the United States. Tax preparation and consultations can be handled remotely, making the process convenient regardless of location.

Yes. I provide tax representation services for individuals and businesses dealing with IRS and state tax notices, examinations, and audits. I can help you understand the issue, respond to the tax agency, and represent you throughout the process.