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
  • IRS letters & help
  • Estimated quarterly payments
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.

Credentialed and growing: AFSP participant, 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)$300
Business formation + corporate kit$550
Bookkeeping & tax planningCustom

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

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.