Tax Services

Understand your taxes, don't just file them.

You deserve a real pro, not DIY software guesswork. I prepare your return with precision, find the strategy that fits your situation, and explain the why so you walk away informed.

What I handle

  • Individual tax returns
  • Schedule C / small business returns
  • Trucking taxes for owner-operators
  • Year-round tax planning
  • Help with IRS notices about returns I prepared
  • Estimated quarterly payments
As a current-year IRS Annual Filing Season Program Record of Completion holder, my IRS representation rights are limited to qualifying returns I prepared and signed, before certain IRS personnel. I do not represent clients in IRS collections or appeals.
Book Tax Appointment

How I'm different

Three things, not just one: precision, strategy, and straight talk. I don't sugar-coat and I don't leave you guessing.

Trained and still growing: current-year IRS Annual Filing Season Program Record of Completion holder, formal accounting training, experience since the early 2000s, and actively working toward Enrolled Agent status.

Smart systems behind the scenes: TaxDome for your secure portal and OLTPro for accurate, efficient filing. Clarity and peace of mind, start to finish.

Specialty: owner-operator truckers. If you drive for a living, I know your deductions and your quarterly obligations.

Tax preparation pricing

Flat, transparent pricing. You only pay for the schedules your return actually needs.

Individual returns

Base return (Form 1040) — W-2 income, basic credits, Schedules 1–3$225
Itemized deductions (Schedule A)+$75
Self-employed / 1099 income (Schedule C)+$350
Stocks, crypto, capital gains (Schedule D)+$350
Rental property income (Schedule E)+$350
Example: W-2 + self-employed income = $225 base + $350 (Schedule C) = $575.

Reviews & amendments

Prior-year tax review (no filing)$75
Amendment — current client$200
Amendment — new client$300

Business & strategy

Business formation (federal & state)$200
Business formation + corporate kit$550
Bookkeeping & tax planningCustom

Amendments aren't automatic; they require a full review.

Bookkeeping Services

Clean books. Clear decisions.

Messy books cost you money and sleep. I keep your numbers accurate and current in QuickBooks so you always know where your business stands.

  • Monthly bookkeeping
  • QuickBooks cleanup
  • Catch-up bookkeeping
  • Financial reports you can actually read
Bonus: when I keep your books, your taxes get easier. One pro who sees the whole picture.

Why it matters

Good bookkeeping isn't busywork. It's the foundation for smart tax planning, real business decisions, and a stress-free filing season.

Behind on your books? Catch-up bookkeeping gets you current without judgment. Books a mess? QuickBooks cleanup fixes the errors and sets you up right going forward.

Bookkeeping pricing

Bookkeeping is priced to fit your business: the number of accounts, your monthly transaction volume, and whether you need ongoing work or a catch-up and cleanup first. After a quick consultation I'll give you a flat monthly rate, so there are no surprises.

Monthly bookkeepingCustom quote
QuickBooks cleanup & catch-upCustom quote
Book Bookkeeping Consultation

Common questions

Do you only do taxes during tax season?

No. I work year-round. Tax planning, amendments, business formation, and bookkeeping happen all year, not just January through April. The best tax moves usually get made before December 31, not after.

Do I have to be local to work with you?

No. Tax prep and bookkeeping are fully virtual and nationwide. I'm rooted in LaPlace, Louisiana, but I serve clients across the country.

What does a basic return cost?

An individual base return (Form 1040) is $225. That covers W-2 income, basic credits, and Schedules 1 through 3. If your return needs more, like self-employed income or rental property, those schedules are added on top. I'll always tell you the full price before any work starts, no surprises.

Why is my return more than $225?

Because your situation needs more than the base return. For example, self-employed or 1099 income adds a Schedule C (+$350), and rentals add a Schedule E (+$350). You only pay for the schedules your return actually requires.

Do you handle trucking taxes?

Yes, owner-operator trucking taxes are a specialty of mine. If you're an owner-operator, you're exactly who I built this for.

Can you review a return I already filed?

Yes. A prior-year review with no filing is $75. If it needs to be corrected, amendments are $200 for current clients and $300 for new clients. Amendments aren't automatic, they require a full review first.

What's a Mid-Year Tax Planning Session?

A $350 flat, 60-minute virtual strategy session. We review your year-to-date income, your estimated tax payment status, and your business structure, then you get a written action plan of moves to make before December 31. The $350 credits 100% toward an ongoing quarterly planning engagement if you upgrade within 30 days.

How do I get started?

DM me "TAXES" and I'll get you set up. You can also book a tax appointment directly.

Let's get your taxes done right.

Practical, compliant, client-first. No surprises.