My appointment calendar from February until April 15th of 2016 is now full, but I have a standby list for clients who are able to submit their tax documents by March 15th. Also, appointments are available in May. Additionally, please do not send tax documents via certified mail since I am routinely meeting with clients and unavailable to sign for delivery.
My mission is to provide competent, confidential, and affordable income tax services to all. I've been a professional tax return preparer for over 30 years. I'm based in Austin, Texas, though I serve clients world-wide. I earned degrees in mathematics, history and secondary education at Texas A&I University at Kingsville and a master's degree in secondary education and guidance and counseling at Pan American University at Edinburg.
Comprehensive tax preparation and e-filing are available to individuals, businesses and fiduciaries of estates and trusts.
Federal and all state income tax returns: Forms 1040, 1040A and 1040EZ.
Federal and all state income tax returns (partnerships and select S-Corps): Forms 1065 and 1120S.
Forms 1096, 1099, W-2, W-3
Federal and all state income tax returns for estates and trusts: Form 1041.
Assistance with current year tax liability planning, including adjustments for income tax withholding and quarterly estimated tax payments.
As an IRS Authorized Electronic Return Originator, I provide secure and paperless electronic filing with direct deposit refunds typically received within three weeks.
Competitive hourly rate and several optional discounts available.
|February Appointment||Client Referral|
|Appointment is scheduled and return is completed||One client referral credit may be applied per year|
|Federal Business and Fiduciary Filing||State Business and Fiduciary Filing||Returned Check|
|Per Federal filing of Form 1065, 1041 or 1120-S||Per state filing of Form 1065, 1041 or 1120-S||Total payment is due in cash after returned check|
Appointments are available in person at my Austin office, via telephone, or via webcam.
Scheduling times during "tax season" (February 1 through April 15 and October 1 through October 15) are restricted as to the amount of time available per client, thus in person appointments are best accommodated in May.
Tax preparation documents must be submitted before an appointment can be scheduled.