Tax Services

I officially became an Enrolled Agent on November 20, 2019.

As of now, I only offer tax preparation to very limited clients. My rate starts at $400. Schedule a chat below so I can give you a better estimate.

Due to my limited time constraint, below are tax scenarios I do NOT prepare:

Multiple rental properties - including doing 1031 exchanges.
S corporation or any business entities. I do sole proprietorship - for as long as you have a good bookkeeping system.
Anything trust related - this is a niche by itself.
Cryptocurrency.
Foreign taxes.

I am no longer accepting new tax clients for 2021 Tax Year. However, if you still want to work with me, please schedule a regular coaching consultation below, and we will chat about how I can help you with your taxes as a coaching client.

I will start accepting clients for 2022 Tax Year starting in December. There will be a form you'll fill up so I can reply back with a quote for your tax situation.

I also offer tax consulting, tax planning, and tax review all year round.

I am well versed with stock options. I do NOT provide investment advice (please read my disclaimer here), but we can go over several scenarios and each option's financial and tax impact. But you are responsible for what you decide to do with your choices in the end.

The rate will be the same as what I charge for coaching. Please refer to my coaching services page here.

Schedule a consultation below to chat!

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