Serving Your Individual Needs

Income Tax Preparation

In your Los Alamos home or in my office it is your choice.  If it is difficult for you to come to my office, I will come to you, I make house calls.  Think about it, your home is where all the information that is need to prepare your return is located.  Why, then should you have to pack it all up and take it to the CPA?I come to you, to your home or office, to review and collect your tax information.  Doesn't that make more sense? 

Multi-state Returns

Do you have a complicated tax return with multiple income streams from multiple states?  If so, I can help.  I have 20 years  experience preparing complex returns. 

Tax Representation

Have you received a letter from the IRS or the state saying you are being audited or you owe back taxes.  If so, I can help.  I can act as your agent and deal directly with the IRS or state agency to help resolve your tax issues. 

Trust and Estate Tax Returns

Are you responsible for file the tax return for a family trust?  If so, let me take that burden off of your shoulders and prepare the 1041 tax return for you.
Are you the executor of an Estate?  Did you know you may need to file a tax return for the Estate with the IRS?  If you are unsure, I can evaluate your situation and let you know your filing requirements. 

Gift Tax Returns

Many wealthy individuals give generously to their children and grandchildren.  Did you know that if you make significant gifts to family and friends you are required to file a Gift Tax Return form 709 with the IRS?  For 2017, you will be required to file a gift tax return if you make gifts to a single individual of $14,000 or more.  

IRS Tax Debt Settlement

The IRS has a program that allows certain taxpayers to settle their IRS debt for less than the full amount owed.  The program, called "Making an Offer in Compromise" can significantly reduce your tax liability.  There are a number of hoops that have to be jumped through and you have to meet certain income and asset rules to qualify.  

I have successfully helped qualified taxpayers reduce their tax debt through this program. If you owe back taxes and have limited income and assets to pay the balance due, I may be able to help you get out from under that tax burden.