Services
What I do
Tax Services
Tax Preparation
Tax Return Preparation & Electronic Filing
Tax Planning Services
Life changes and so does your financial situation over time. Planning ahead is always best. Let’s work together to get a good understanding of your financial goals and look for tax-advantage strategies to help you achieve them. Thinking about selling a second home, or some investments? Let’s be proactive and add some tax planning to your current year tax preparation.
Tax Resolution
Correspondence from any taxing authority can be daunting. Tax Resolution is working with the IRS or state taxing authority in regard to a notice received and finding the best possible resolution.
Bookkeeping Services
Outsourced Bookkeeping
Bookkeeping is outsourced to a small local business which utilizes QuickBooks Desktop or QuickBooks Online. Reach out to schedule a discovery call for pricing.
Notary Services
A notary acts as an unbiased witness to the signing of important documents, verifying the identity of the parties involved and ensuring the documents are executed voluntarily and with understanding. Common documents that may require notarization include wills, deeds, contracts, loan documents, etc.
Services only offered on appointment basis in the local Columbia Missouri area. Call for an appointment.
Request A Quote
I look forward to working with you to get your taxes filed strategically and accurately regardless of your situation.