Tax Services
Comprehensive tax preparation and planning services tailored to your needs
Individual Tax Preparation
- Personal income tax returns
- Deduction optimization
- Investment income reporting
- Tax planning consultation
- Retirement account distributions (IRA, 401(k))
- State and local tax (SALT) guidance
- Cryptocurrency tax reporting
- AMT (Alternative Minimum Tax) analysis
Small Business Tax Services
- Business tax return preparation
- Quarterly estimated tax planning
- Self-employment tax assistance
- Business structure consultation
- Startup tax setup & first-year filing guidance
- Startup tax setup & first-year filing guidance
- Entity-specific filings (Schedule C, S-Corp, Partnership)
- 1099-NEC / 1099-MISC preparation & filing
Tax Resolution & IRS Representation
- Negotiation with the IRS on unpaid taxes and balances
- Installment agreements and payment plan setup
- Penalty abatement and interest reduction
- Offer in Compromise negotiation
- IRS notice and audit response support
- Wage garnishment, lien, and levy assistance
Tom Taulli
As an Enrolled Agent, I am federally licensed by the IRS to represent taxpayers before the Internal Revenue Service. This credential demonstrates the highest standard of ethics and expertise in tax preparation and planning.
I am committed to providing personalized service that focuses on your unique tax situation. Whether you're an individual looking to maximize your refund or a small business owner navigating complex tax obligations, I'm here to help.
