Individual Income Tax

Knowing how to legally reduce your taxes to the minimum is fair to you, your family, and your fellow citizens. Should MegaMonster Super Corp pay minuscule income taxes on their billions of earnings while you shell out thousands on your slightly more modest earnings? Whaddaya, nuts? Take every legitimate deduction you can.

Many people are afraid to take their legitimate deductions because they fear triggering an audit. If you’re legitimately entitled to a deduction, you should take it! I’ll work with you to figure out what that includes. Sometimes I find it is worth it to amend your earlier tax returns, too.

The Self Employed

Self Employed People make a tremendous contribution to our society, and they often have more fun in their jobs! The best part is there are many tax advantages to being self employed. Whether you’re thinking of starting your first business or you’ve been running a few of them for the past decade, let me show you some of the tax benefits to doing it your way! Make sure you’re getting the full benefit of self-employment by maximizing your legitimate deductions. Sock away more money for your retirement! 

I’ve been self-employed for more than 20 years and I ain’t going back!

Americans Living Abroad

First, to my brethren living abroad, I want to join you. SOON! Whether here or there, I specialize in the arcane details that help you tax shelter the first $120,000  for 2023 income earned overseas. And another $120,000 for your spouse's earned income! Having a business in the Washington area meant a few clients would leave for overseas posts – and a few new clients would arrive from abroad each year. When I saw the quality of their tax returns AND THE PRICES THEY PAID, I had to reach out!! They were often poorly prepared and priced like they were written on gold paper! I have clients in Europe, Africa, Australia, Asia, South America. . . HEY ANTARCTICA! YOU KNOW I LOVE YOU! HOW ABOUT IT?? SEND ME SOME PENGUIN CLIENTS!!!

Tax returns for People who have let things slide for a few years (It happens!)

We all let things slide now and then. Some of us reeeeeeeeeeeally slide until it seems the situation is hopeless. I meet new clients who sheepishly admit they haven’t filed tax returns in. . .  OK, let’s just say “a very, very long time.”

I’ll work with you to prepare your out-of-compliance years. As a testimonial, none of my clients are still in jail! I remind these potential clients that I’m not the IRS, I’m just trying to get their returns filed before the IRS notices and contacts them. It's always best to initiate these conversations, in my experience.

​