Individual

Tax Preparation

Transforming tax time from stressful to stress-free.

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Personalized Planning

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Tax Optimization

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Expert Advice

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Individual tax Services

Get tax services to meet your unique needs.

You will get friendly, straightforward help navigating your taxes whether you are a small business owner, an athlete or a traveling nurse.

How Can We Help You?

Taxes

Taxes

Streamline your personal or business tax experience with our expert tax return services.
 

Get Tax Support

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IRS Disputes

Do not face the IRS alone, let us represent you and help navigate the situation while protecting your rights.

Get IRS Dispute Help

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Notary

Ensure the validity of your critical documents with our notary services.
 

Get Documents Notarized

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What Can I Expect?

Consultation

Are We A Good Fit?

Scheduling a session allows us both to create a clearer understanding of your tax situation.

We will review the information you will need for your taxes and provide individualized advice. From here we can review what we will need to start your taxes.

Expectations and timeline

So we are a great fit: What are the next steps?

  1. Accept your invitation to our secure document-sharing portal.
  2. Provide all requested documentation (ex., income documents, deduction details, investment records, healthcare information, business expenses, past financials, etc.). Requested documents will vary based on the services agreed upon.
  3. Communicate with our team as we work diligently to complete your services. We may need additional information and documents throughout the process.

Review

Will I have a chance to review all the work you have done on my behalf?

You woll have the opportunity to meet directly with your tax preparer to review your final return. If you would like to review your returns, but do not want to meet in person, we can review them together by phone or email.

Need help getting control of your finances?

Our team helps you overcome the stress of filing your taxes, bookkeeping processing, preparing financial reports, and handling payroll services.

Contact Us

Thomas H.

We have been working with Denise for 3 years. She has always provided well thought out, easy-to-understand tax advice as it relates to our lifestyle and financial situation as well as preparation of our annual tax returns. We would not hesitate to recommend Denise and her staff for all your tax needs.

John O.

I would give Denise and her staff 6 stars, if I could. Denise provides white glove services. I can do nearly everything remotely, my information is secure, and my questions are answered promptly. Her fee is reasonable. I'm glad I discovered Denise!

RH Jewlery

Denise has been handling our business tax returns for several years now. She is dependable and will go the distance for her clients! I would definitely recommend her to others!

Ray F.

Hating tax time! Dreading the worst. However, since dealing with Denise Calderon she has put my mind at ease and has always come through with flying colors! 5 Stars!

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This year has come to an end and as I prepare for the coming tax season, I wanted to inform everyone about the Coronavirus Relief and Government Funding Bill.
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Start Planning

Get Started With Your Taxes Early This Year

Lack of tax planning leaves you liable to tax pitfalls. We offer tax expert services and comprehensive know-how to help you grow financially.

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