Tax Preparation
From your personal return to your business and trust filings, get organized support for the returns your situation requires.
Individual & Self-Employed
Tax preparation for individuals, families and self-employed professionals. We review your income, expenses and supporting records, explain questions and help you understand your completed return.
Business Tax Returns
Preparation for corporations, S corporations and partnerships, including Forms 1120, 1120-S and 1065. Start with a Business & Trust Tax Consultation to discuss your entity, records and filing needs.
Trust Tax Returns
Trust income tax return preparation based on your trust’s activity and filing requirements. Bring prior returns and relevant records to your Business & Trust Tax Consultation so we can define the scope and next steps.
Bookkeeping
Know where your business stands. Practical bookkeeping support for small-business owners and self-employed professionals.
Ongoing Bookkeeping
Keep your business records current with support tailored to your needs. We help organize transactions, categorize income and expenses, and review your books so you have a clearer financial picture.
Catch-Up & Cleanup
Behind on your books or unsure about your balances? We review your current records, identify gaps and discuss the cleanup needed to bring your bookkeeping up to date.
Tax-Ready Records
Connect your bookkeeping to tax preparation with organized year-end records. We explain what is needed and confirm the scope, schedule and fees before work begins.
Tax Resolution
Back taxes, missing returns or an IRS letter? Get a clear next step with Batrice Allen, EA, and federal tax representation when properly authorized.
Back Taxes & Payment Options
Understand what you owe and which years are involved. We review your situation, explain payment-plan options and discuss practical next steps. Eligibility and IRS approval depend on your circumstances.
Unfiled Tax Returns
Behind on filing? We help identify missing returns, organize available records and prepare the filings needed to move forward. Tell us which years are unfiled and whether you have received IRS notices.
IRS Notices & Representation
Do not ignore an IRS letter or its response deadline. Batrice Allen, EA, can review the notice, explain what it requests and represent you before the IRS when properly authorized. Bring every page to your consultation.
Let’s Find Your Next Step
Choose the consultation that fits your needs. Bring your questions, relevant records and any IRS notices. We confirm the scope, documents needed and fees before further work.
No tax reduction or specific outcome is guaranteed. Booking alone does not establish IRS representation or stop collection action.