— TAX PREPARATION & FILING

Tax preparation built for more than a simple return.

Federal and multi-state tax preparation for travel healthcare professionals, individuals, real estate investors, and small business owners with more complex tax situations.

Become a Client

🔒Create your secure TaxDome account to share your information and receive a personalized quote.

Tax filing doesn't have to feel complicated.

A woman with blonde hair working at a desk with a calculator, a laptop, and papers, smiling and writing on a clipboard.

I can help with:

  • Federal income tax returns

  • Multi-state tax returns

  • W-2 and 1099 income

  • Travel healthcare income

  • Rental property income

  • Self-employment income

Working in multiple states, receiving different types of income, or managing investments or rental property can add complexity to your return.

I prepare federal and state tax returns with careful attention to how your income, states, business activity, and investments work together.

What I look at when preparing your return

  • Federal + multi-state returns


    Federal and applicable state returns prepared together, with attention to where you lived and worked throughout the year.

  • Travel assignments


    I review your assignments and work locations so your return reflects the states where you actually earned income.

  • Travel stipends + reimbursements


    Travel reimbursements and stipends are reviewed in the context of your tax home and individual circumstances.

  • W-2 + 1099 income


    Multiple employers, contract work and other sources of income are brought together into one complete return.

  • Investments + rental income


    Investment and rental property income are incorporated into your return along with the related tax reporting and deductions.

  • Credits + prior payments


    Withholding and estimated payments are accounted for so your return reflects what you have already paid.

— THE PROCESS

How Tax Preparation Works

STEP 1

Create secure client account

You’ll create your account in TaxDome, my secure client portal. This is where you’ll upload documents, answer your questionnaire, review messages, and keep everything organized in one place.

STEP 2

Upload documents and answer a few questions

You'll be guided through the information I need, including your tax forms (W-2s, 1099s, K-1s), filing status, dependents, investment activity, and anything else that applies to your tax situation.

STEP 3

I review everything

Once your documents and questionnaire are complete, I’ll review the full picture and prepare your federal and applicable state returns. If something needs clarification, I’ll reach out through the portal.

STEP 4

Review, sign and file

You'll review your return and sign what needs to be signed. Once everything is confirmed, I'll file it securely and you're done.

That’s it — four steps, and your return is filed.

Become a Client

— THE REVIEW

Review Your Return, Your Way

Your completed return is uploaded to your secure portal as a PDF — then you choose how you'd like to review it.

Review on your own

Go through your return at your own pace, whenever works for you.

Video walkthrough

I'll record a personalized video walking you through your return, so you can watch it whenever it's convenient.

30-minute Zoom review

We'll meet virtually so I can walk you through your return and answer any questions live.

If you need to talk first

Some people are ready to start right away. Others want to ask a few questions before moving forward.

If that's you, book a consultation and choose the option that fits your needs. New clients can start with a free 10-minute intro call or choose a longer paid consultation for more specific tax questions.

Book a Consultation

—BEFORE YOU SIGN UP

The question I get asked first:

What does it cost?

Tax preparation pricing depends on the complexity of your return, including the number of states, additional schedules, rental properties, or business activity. You'll receive your exact quote before I begin preparing your return.

View Pricing

Ready to get started?

You do not need a consultation first.

Creating your account does not commit you to services or trigger a bill. It simply gives you access to the secure client portal where you can share your information and receive a personalized quote.

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Get Started

🔒 Create your secure TaxDome account to share your information and receive a personalized quote.