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Tax Preparation Services

I handle your creator taxes from start to finish. Whether you're earning from YouTube, sponsorships, affiliate income, or multiple platforms, I make sure every dollar is accounted for and documented defensively.

  • Taxes don't happen once a year—they happen all year. I'm available throughout the year to answer questions about income, deductions, quarterly planning, and strategy. Rather than scrambling at tax time, we will build your tax plan proactively so you're never surprised come April. This includes ongoing communication about tax law changes that affect creators and platform policy updates that impact your tax situation.

  • Most creators earn from multiple sources—YouTube, sponsorships, affiliate programs, Patreon, courses, coaching. Each platform has different 1099 thresholds, reporting requirements, and tax treatment. I categorize your income by platform and source so you understand exactly where your money comes from, what's already been reported to the IRS, and what still needs documentation. This clarity prevents mismatches and audit red flags.

  • I don't just file your return—I organize your records as if we're preparing for an audit from day one. This means guiding you on what to keep, how to organize it, and what documentation is essential for each deduction category. By the time you file, your records are defensible and your return is audit-ready. This proactive approach saves you stress if you're ever selected for examination.

  • Instead of waiting until December to assess your tax situation, we plan quarterly. This means calculating estimated tax payments if needed, reviewing your income and deductions, identifying tax-saving opportunities, and adjusting strategy based on how your year is actually going. Quarterly check-ins keep you ahead of tax surprises and ensure you're not overpaying or underpaying throughout the year.

  • I prepare and file your complete tax return—federal and state, with all schedules and forms properly completed. But beyond the filing, I provide you with clear documentation of what's on your return, why each deduction is there, and what records support it. You'll understand your return completely, not just sign and hope for the best. I also track any tax credits or deductions you might have missed and optimize your overall tax situation.

The goal: accurate, compliant returns that protect you.

Tax Resolution Services

I offer a range of services to meet the needs of every client with the experience and credentials necessary to develop a customized tax resolution strategy and represent you before the IRS.

  • You will have the opportunity to ask all your questions, get honest answers, and I will gather information so that we can determine if we are the best fit for each other to get you the help you need.

  • Determine the best course of action to resolve your personal situation. This may include pursuing tax debt relief, responding to IRS letters or notices and filing of prior year tax returns.

  • After reviewing your financial situation, we can identify the most effective resolution strategy available, including installment agreements, penalty abatement requests, and administrative appeals. Where appropriate, we may also pursue an Offer in Compromise to seek a reduction of your outstanding tax obligations.

  • Once we have reached a resolve with the IRS we will look at changes to put in place in order to stay up to date with any conditions of that resolution and how to avoid problems with tax going forward.

The Resolution Process

Information Gathering

In this phase we collect all relevent information from you and the IRS to analyze where the issues lie and gather the entire scope of information related to your case.

Establish Compliance

Compliance requires filing or amending any necessary tax returns. We will ensure your filing obligations are met and then move forward to remedy further issues. For some, getting caught up on back taxes will be all that you need.

Recommendation

Each case is different. Your financial realities are unlikely to exactly mirror another of my taxpayer clients. Staying flexible and responsive to be certain I am providing the best possible options available for your specific circumstance. With your approval of recommendations we move forward.

Resolve

Acting in your best interest I will negotiate with the IRS on your behalf to secure the most favorable resolution available.