Tax Preparation & Planning
I'm Eli, a CPA with +13 years of tax experience across both public accounting and industry. I prepare every return and handle every planning conversation myself, for individuals, the self-employed, and small business owners.
How It Works
Three steps to get started, prepare your return, and file with confidence.
Start by completing a brief new client inquiry form and providing your prior-year tax returns and relevant documents. I'll review everything, and we'll schedule a call to discuss your needs. Afterward, I'll email you a personalized quote.
You'll receive a digital tax organizer and access to a secure client portal where you can upload your tax documents and communicate with me throughout the process.
When your return is ready, I'll provide a personalized video walkthrough explaining your tax results and key takeaways. You'll review and electronically sign your return, and I'll take care of filing it.
Services
Focused tax services for individuals and business owners.
Personalized tax preparation for individuals and families.
Tax preparation for sole proprietors, partnerships, S corporations, and C corporations, with a focus on understanding your business.
Proactive tax projections, someone to turn to when questions arise, and ongoing guidance to help you make informed decisions throughout the year.
Who I Help
Contact
If you're looking for a responsive and helpful tax CPA, reach out to start the conversation.