Individual tax returns
Personal tax preparation with time to discuss your situation, understand what information is needed, and ask questions.
Services
Personal attention. Careful preparation.
Tax preparation and planning for individuals and small businesses in Napa, Sonoma, and surrounding areas.
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Small-business tax returns
Tax preparation for small businesses, including corporations and S corporations. We work through your records and address your concerns along the way.
Tax planning
Develop good tax habits, keep track of expenses, and arrange a prescheduled annual tax appointment. Support is available throughout the year.
Tax audit support
Help organizing the records needed ahead of an audit. Representation is limited to returns Bev prepared and signed, and only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service. Contact Bev to discuss whether your situation falls within those limits.
Year-round support
Questions do not end with tax season.
We are available throughout the year. Get in touch to discuss your return, your records, or your next appointment.
Contact Bev