Services

I'm a trained tax professional certified in California, Texas, Washington and all other states without special regulations*. I specialize in:

• small business taxes (Schedule SE and Schedule C) 

• rental property income (Schedule E)

• interest, dividends (1099-INT, 1099-DIV)

• W-2, Non-employee compensation (1099-NEC)

• retirement, social security benefits (1099-R, SSA-1099)

• Child Tax Credit, Additional Child Tax Credit

• amended tax returns (1040-X)

• adjusting taxes taken out by your employer (W-4)

• Washington Working Families Credit

• Restricted Stock Units, Long-Term Incentive Plan Units, Employee Stock Purchase Plan

•*not certified in Connecticut, Illinois, Maryland, Oregon, Wisconsin

Financial Coaching Session | $100 for 30 min or $150 for 60 min

Sessions are catered to the needs of each specific client and may include:

• budgeting

• tax education

• debt payoff strategy

• credit repair

• student loan payoff

• subscription review

• spending deep dive

• setting up retirement or individual accounts

• financial literacy