Ready to take control of your finances? Schedule a free consultation or send me a message.
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For individuals: prior year tax returns, W-2s, 1099s, and any relevant receipts. For businesses: your most recent financial statements and bank statements. Don't worry if you're missing something — I'll provide a personalized checklist.
Absolutely! I work with clients across California via Zoom, phone, and secure document portals. About 60% of my clients prefer the convenience of virtual meetings.
I use bank-level encrypted portals for document sharing, and all files are stored on HIPAA-compliant servers. I follow all IRS data security requirements and carry professional liability insurance.
No judgment here. I've helped many clients get back on track with the IRS. I'll review your situation, file all necessary returns, and if needed, negotiate with the IRS on your behalf to minimize penalties.